Larson Financial Group LLC DGRW holdings history
WISDOMTREE U.S. QUALITY DIVI · CUSIP 97717X669 · CIK 1731061
As of 2026-06-30, Larson Financial Group LLC reported 1.45M DGRW (shares), valued at $138.75M, or 3.66% of its reported non-derivative portfolio. Filed 2026-08-14.
Verify history & sources →Shares increased 19.34%; reported value increased 29.91%, and weight changed +0.24 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 | 3.66% | 1,451,061 | SEC filing ↗Filed Aug 14, 2026 |
| Q1 2026 | 3.42% | 1,215,864 | SEC filing ↗Filed May 15, 2026 |
| Q4 2025 | 3.04% | 1,016,282 | SEC filing ↗Filed Feb 6, 2026 |
| Q3 2025 | 2.80% | 894,688 | SEC filing ↗Filed Nov 14, 2025 |
| Q2 2025 | 2.15% | 638,089 | SEC filing ↗Filed Aug 8, 2025 |
| Q1 2025 | 0.85% | 223,946 | SEC filing ↗Filed May 2, 2025 |
| Q4 2024 | 0.44% | 106,099 | SEC filing ↗Filed Feb 7, 2025 |
| Q3 2024 | 0.24% | 49,917 | SEC filing ↗Filed Nov 12, 2024 |
| Q2 2024 | 0.03% | 6,062 | SEC filing ↗Filed Aug 2, 2024 |
| Q1 2024 | 0.01% | 2,004 | SEC filing ↗Filed May 3, 2024 |
| Q4 2023 | 0.01% | 1,733 | SEC filing ↗Filed Feb 1, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 0.01% | 1,733 | $121.77K | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 1, 2024 |
| Q1 2024 | 0.01% | 2,004 | $152.66K | Shares increased 15.64%; reported value increased 25.36%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 3, 2024 |
| Q2 2024 | 0.03% | 6,062 | $473.13K | Shares increased 202.50%; reported value increased 209.93%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 2, 2024 |
| Q3 2024 | 0.24% | 49,917 | $4.15M | Shares increased 723.44%; reported value increased 777.91%, and weight changed +0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 0.44% | 106,099 | $8.59M | Shares increased 112.55%; reported value increased 106.73%, and weight changed +0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 7, 2025 |
| Q1 2025 | 0.85% | 223,946 | $17.88M | Shares increased 111.07%; reported value increased 108.28%, and weight changed +0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 2, 2025 |
| Q2 2025 | 2.15% | 638,089 | $53.43M | Shares increased 184.93%; reported value increased 198.77%, and weight changed +1.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 8, 2025 |
| Q3 2025 | 2.80% | 894,688 | $79.59M | Shares increased 40.21%; reported value increased 48.95%, and weight changed +0.65 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 3.04% | 1,016,282 | $90.89M | Shares increased 13.59%; reported value increased 14.19%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2026 |
| Q1 2026 | 3.42% | 1,215,864 | $106.80M | Shares increased 19.64%; reported value increased 17.51%, and weight changed +0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 3.66% | 1,451,061 | $138.75M | Shares increased 19.34%; reported value increased 29.91%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2026 |
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