Lauer Wealth, LLC Wisdomtree Tr Us Quality Divid Transaction History

Lauer Wealth, LLC

$150 Billion
Q4 2024

A detailed history of Lauer Wealth, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Lauer Wealth, LLC holds 159,985 shares of DGRW stock, worth $13.4 Million. This represents 8.65% of its overall portfolio holdings.

Number of Shares

159,985

Previous 151,614 5.52%

Holding current value

$13.4 Million

Previous $12.6 Billion 2.41%

% of portfolio

8.65%

Previous 9.76%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$80.93 - $85.66 $677,465 - $717,059	8,371 Added 5.52%	159,985 $12.9 Billion
Q3 2024 Oct 24, 2024	SELL	$75.88 - $83.21 $1.21 Million - $1.33 Million	-15,947 Reduced 9.52%	151,614 $12.6 Billion
Q2 2024 Jul 16, 2024	SELL	$72.31 - $79.02 $810,522 - $885,735	-11,209 Reduced 6.27%	167,561 $13.3 Billion
Q1 2024 Apr 16, 2024	BUY	$69.56 - $76.3 $652,681 - $715,922	9,383 Added 5.54%	178,770 $13.3 Billion
Q4 2023 Jan 29, 2024	BUY	$61.43 - $70.36 $332,397 - $380,717	5,411 Added 3.3%	169,387 $12.1 Billion
Q3 2023 Oct 17, 2023	SELL	$63.23 - $68.5 $5.99 Million - $6.49 Million	-94,747 Reduced 36.62%	163,976 $10.6 Billion
Q2 2023 Aug 03, 2023	BUY	$61.86 - $66.66 $12 Million - $12.9 Million	194,053 Added 300.07%	258,723 $17.6 Billion
Q1 2023 May 12, 2023	BUY	$59.34 - $63.43 $3.84 Million - $4.1 Million	64,670 New	64,670 $4.07 Billion

Others Institutions Holding DGRW

# of Institutions

693

Shares Held

134M

Call Options Held

16.5K

Put Options Held

200

View Full List

About WISDOMTREE TR US QUALITY DIVID

Ticker DGRW
Sector ETFs
Industry ETFs

More about DGRW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lauer Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lauer Wealth, LLC with notifications on news.

Account