TAIYO LIFE INSURANCE CO DGRW WISDOMTREE TR US QTLY DIV GRT

Ownership history in TAIYO LIFE INSURANCE CO  ·  33 quarters on record

AI Ownership Summary

TAIYO LIFE INSURANCE CO reported WISDOMTREE TR US QTLY DIV GRT (DGRW) in 33 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 6.08% in 2025 Q1. The latest visible filing shows DGRW at 3.78% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DGRW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TAIYO LIFE INSURANCE CO's position in WISDOMTREE TR US QTLY DIV GRT, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DGRW was reported at 3.78% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.08% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How TAIYO LIFE INSURANCE CO held DGRW — position size vs. price
% of Fund (quarterly)    DGRW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 25.7% +8.9% 390,000 -135,000 -25.7% 3.78% $34K 2026-05-07 $94.63
2025 Q4 UNCHANGED 525,000 0% 4.02% $47.0M 2026-01-30 $91.05
2025 Q3 UNCHANGED 525,000 0% 4.09% $46.7M 2025-11-04 $87.57
2025 Q2 REDUCED 38.2% +6.3% 525,000 -325,000 -38.2% 4.13% $44.0M 2025-07-16 $83.63
2025 Q1 UNCHANGED 850,000 0% 6.08% $67.9M 2025-04-30 $76.40
2024 Q4 UNCHANGED 850,000 0% 5.58% $68.8M 2025-01-30 $82.29
2024 Q3 UNCHANGED 850,000 0% 5.61% $70.7M 2024-11-05 $80.85
2024 Q2 UNCHANGED 850,000 0% 5.30% $66.3M 2024-08-01 $76.63
2024 Q1 UNCHANGED 850,000 0% 5.21% $64.8M 2024-04-26 $71.34
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About TAIYO LIFE INSURANCE CO and DGRW

These are the practical questions this page is built to answer before you even open the full history table.

How long has TAIYO LIFE INSURANCE CO reported owning DGRW?

TAIYO LIFE INSURANCE CO reported DGRW across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported DGRW position in TAIYO LIFE INSURANCE CO's portfolio?

The largest reported portfolio weight for DGRW was 6.08% in 2025 Q1.

What is the latest reported DGRW position on this page?

The most recent filing on this page is 2026 Q1, when TAIYO LIFE INSURANCE CO reported 390,000 shares, equal to 3.78% of portfolio, with an estimated market value of $34K.

What does the chart on this DGRW ownership page compare?

The chart compares TAIYO LIFE INSURANCE CO's quarterly DGRW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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