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Lauer Wealth’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Lauer Wealth’s Portfolio DGRW Stock Details DGRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$14.8M Sell
149,790
-1,723
-1% -$169K 9.23% 3
2026
Q2 		$14.6M Sell
151,513
-5,468
-3% -$517K 8.76% 3
2026
Q1 		$14.2M Sell
156,981
-398
-0.3% -$36.2K 11.31% 2
2025
Q4 		$14.3M Sell
157,379
-3,376
-2% -$301K 10.59% 2
2025
Q3 		$14.2M Buy
160,755
+1,270
+0.8% +$110K 10.18% 3
2025
Q2 		$13.7M Sell
159,485
-13,127
-8% -$1.04M 11.33% 3
2025
Q1 		$13.4M Buy
172,612
+12,627
+8% +$1.03M 10.3% 3
2024
Q4 		$12.9M Buy
159,985
+8,371
+6% +$700K 8.65% 5
2024
Q3 		$12.6M Sell
151,614
-15,947
-10% -$1.28M 9.76% 3
2024
Q2 		$13.3M Sell
167,561
-11,209
-6% -$847K 10.51% 4
2024
Q1 		$13.3M Buy
178,770
+9,383
+6% +$685K 11.57% 3
2023
Q4 		$12.1M Buy
169,387
+5,411
+3% +$357K 11.23% 2
2023
Q3 		$10.6M Sell
163,976
-94,747
-37% -$6.3M 11.44% 2
2023
Q2 		$17.6M Buy
258,723
+194,053
+300% +$12.3M 18.15% 1
2023
Q1 		$4.07M Buy
+64,670
New +$3.97M 5.09% 8

Other funds holding DGRW

Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return
Spinnaker Investment Group
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
Beacon Financial Group
Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Taiyo Life Insurance Company
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.12B AUM 19.25% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return

Lauer Wealth's DGRW Position: Q3 2026 in Review

Lauer Wealth reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 1.1% in Q3 2026, selling an estimated $169K and leaving 149,790 shares worth $14.8M. The position accounts for 9.23% of the portfolio, ranked #3.

Lauer Wealth first reported a position in DGRW in Q1 2023 and has held it in 15 quarters since. The position peaked at $17.6M in Q2 2023. 174 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

  • Lauer Wealth held 149,790 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $14.8M as of Q3 2026.
  • Lauer Wealth sold 1,723 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2026, an estimated $169K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 9.23% of Lauer Wealth's portfolio in Q3 2026, its #3 holding.
  • Lauer Wealth first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2023 and has held it in 15 quarters since.
  • Lauer Wealth's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $17.6M in Q2 2023.
  • 174 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on Lauer Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.