Insight Advisors, LLC/ PA DGRW holdings history
WISDOMTREE U.S. QUALITY DIVI · CUSIP 97717X669 · CIK 1844880
As of 2026-03-31, Insight Advisors, LLC/ PA reported 7.60K DGRW (shares), valued at $667.85K, or 0.13% of its reported non-derivative portfolio. Filed 2026-05-12.
Verify history & sources →Shares decreased 95.64%; reported value decreased 95.72%, and weight changed -2.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | Not reported | Not reported | — |
| Q1 2026 | 0.13% | 7,603 | SEC filing ↗Filed May 12, 2026 |
| Q4 2025 | 2.36% | 174,485 | SEC filing ↗Filed Feb 11, 2026 |
| Q3 2025 | 2.41% | 177,183 | SEC filing ↗Filed Nov 10, 2025 |
| Q2 2025 | 2.38% | 175,923 | SEC filing ↗Filed Jul 30, 2025 |
| Q1 2025 | 1.89% | 135,045 | SEC filing ↗Filed Apr 11, 2025 |
| Q4 2024 | 1.52% | 109,704 | SEC filing ↗Filed Jan 27, 2025 |
| Q3 2024 | 1.46% | 100,862 | SEC filing ↗Filed Oct 15, 2024 |
| Q2 2024 | 1.17% | 82,206 | SEC filing ↗Filed Jul 15, 2024 |
| Q1 2024 | 1.08% | 73,195 | SEC filing ↗Filed May 6, 2024 |
| Q4 2023 | 0.89% | 60,054 | SEC filing ↗Filed Jan 23, 2024 |
| Q3 2023 | 0.88% | 60,446 | SEC filing ↗Filed Nov 7, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.88% | 60,446 | $3.84M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 7, 2023 |
| Q4 2023 | 0.89% | 60,054 | $4.22M | Shares decreased 0.65%; reported value increased 9.98%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2024 |
| Q1 2024 | 1.08% | 73,195 | $5.58M | Shares increased 21.88%; reported value increased 32.13%, and weight changed +0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2024 |
| Q2 2024 | 1.17% | 82,206 | $6.42M | Shares increased 12.31%; reported value increased 15.05%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 2024 |
| Q3 2024 | 1.46% | 100,862 | $8.39M | Shares increased 22.69%; reported value increased 30.81%, and weight changed +0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 15, 2024 |
| Q4 2024 | 1.52% | 109,704 | $8.88M | Shares increased 8.77%; reported value increased 5.84%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 27, 2025 |
| Q1 2025 | 1.89% | 135,045 | $10.78M | Shares increased 23.10%; reported value increased 21.41%, and weight changed +0.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 11, 2025 |
| Q2 2025 | 2.38% | 175,923 | $14.73M | Shares increased 30.27%; reported value increased 36.60%, and weight changed +0.49 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2025 |
| Q3 2025 | 2.41% | 177,183 | $15.76M | Shares increased 0.72%; reported value increased 6.99%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 10, 2025 |
| Q4 2025 | 2.36% | 174,485 | $15.60M | Shares decreased 1.52%; reported value decreased 1.00%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 11, 2026 |
| Q1 2026 | 0.13% | 7,603 | $667.85K | Shares decreased 95.64%; reported value decreased 95.72%, and weight changed -2.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2026 |
| Q2 2026 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
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