Lauer Wealth, LLC DGRW holdings history
WISDOMTREE U.S. QUALITY DIVI · CUSIP 97717X669 · CIK 1860063
As of 2026-06-30, Lauer Wealth, LLC reported 151.51K DGRW (shares), valued at $14.58M, or 9.95% of its reported non-derivative portfolio. Filed 2026-07-15.
Verify history & sources →Shares decreased 3.48%; reported value increased 2.69%, and weight changed -1.42 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 | 9.95% | 151,513 | SEC filing ↗Filed Jul 15, 2026 |
| Q1 2026 | 11.37% | 156,981 | SEC filing ↗Filed Apr 13, 2026 |
| Q4 2025 | 10.82% | 157,379 | SEC filing ↗Filed Jan 12, 2026 |
| Q3 2025 | 10.46% | 160,755 | SEC filing ↗Filed Oct 20, 2025 |
| Q2 2025 | 11.51% | 159,485 | SEC filing ↗Filed Aug 13, 2025 |
| Q1 2025 | 10.34% | 172,612 | SEC filing ↗Filed May 2, 2025 |
| Q4 2024 | 8.66% | 159,985 | SEC filing ↗Filed Jan 15, 2025 |
| Q3 2024 | 9.81% | 151,614 | SEC filing ↗Filed Oct 24, 2024 |
| Q2 2024 | 10.55% | 167,561 | SEC filing ↗Filed Jul 16, 2024 |
| Q1 2024 | 11.58% | 178,770 | SEC filing ↗Filed Apr 16, 2024 |
| Q4 2023 | 11.23% | 169,387 | SEC filing ↗Filed Jan 29, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 11.23% | 169,387 | $12.13M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 29, 2024 |
| Q1 2024 | 11.58% | 178,770 | $13.32M | Shares increased 5.54%; reported value increased 9.81%, and weight changed +0.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2024 |
| Q2 2024 | 10.55% | 167,561 | $13.33M | Shares decreased 6.27%; reported value increased 0.10%, and weight changed -1.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 16, 2024 |
| Q3 2024 | 9.81% | 151,614 | $12.64M | Shares decreased 9.52%; reported value decreased 5.16%, and weight changed -0.74 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 24, 2024 |
| Q4 2024 | 8.66% | 159,985 | $12.95M | Shares increased 5.52%; reported value increased 2.41%, and weight changed -1.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 15, 2025 |
| Q1 2025 | 10.34% | 172,612 | $13.38M | Shares increased 7.89%; reported value increased 3.33%, and weight changed +1.68 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 2, 2025 |
| Q2 2025 | 11.51% | 159,485 | $13.73M | Shares decreased 7.60%; reported value increased 2.61%, and weight changed +1.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 10.46% | 160,755 | $14.24M | Shares increased 0.80%; reported value increased 3.76%, and weight changed -1.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 20, 2025 |
| Q4 2025 | 10.82% | 157,379 | $14.26M | Shares decreased 2.10%; reported value increased 0.10%, and weight changed +0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 12, 2026 |
| Q1 2026 | 11.37% | 156,981 | $14.20M | Shares decreased 0.25%; reported value decreased 0.40%, and weight changed +0.55 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 13, 2026 |
| Q2 2026 | 9.95% | 151,513 | $14.58M | Shares decreased 3.48%; reported value increased 2.69%, and weight changed -1.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 2026 |
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