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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Lauer Wealth's DGRW Position: Q2 2026 in Review

Lauer Wealth reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 3.5% in Q2 2026, selling an estimated $517K and leaving 151,513 shares worth $14.6M. The position accounts for 8.76% of the portfolio, ranked #3.

Lauer Wealth first reported a position in DGRW in Q1 2023 and has held it in 14 quarters since. The position peaked at $17.6M in Q2 2023. 790 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Lauer Wealth held 151,513 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $14.6M as of Q2 2026.
  • Lauer Wealth sold 5,468 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $517K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 8.76% of Lauer Wealth's portfolio in Q2 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 14 quarters since.
  • Lauer Wealth's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $17.6M in Q2 2023.
  • 790 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Lauer Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.