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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14.2M	Sell	156,981 -398	-0.3%	-$36.2K	11.37%	2
2025 Q4	$14.3M	Sell	157,379 -3,376	-2%	-$301K	10.82%	2
2025 Q3	$14.2M	Buy	160,755 +1,270	+0.8%	+$110K	10.46%	3
2025 Q2	$13.7M	Sell	159,485 -13,127	-8%	-$1.04M	11.51%	3
2025 Q1	$13.4M	Buy	172,612 +12,627	+8%	+$1.03M	10.34%	3
2024 Q4	$12.9M	Buy	159,985 +8,371	+6%	+$700K	8.66%	5
2024 Q3	$12.6M	Sell	151,614 -15,947	-10%	-$1.28M	9.81%	3
2024 Q2	$13.3M	Sell	167,561 -11,209	-6%	-$847K	10.55%	4
2024 Q1	$13.3M	Buy	178,770 +9,383	+6%	+$685K	11.58%	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	11.48%	2
2023 Q2	$17.6M	Buy	258,723 +194,053	+300%	+$12.3M	18.25%	1
2023 Q1	$4.07M	Buy	+64,670	New	+$3.97M	5.1%	8