Lauer Wealth, LLC DGRW Holdings History
Lauer Wealth, LLC's WisdomTree U.S. Dividend Growth Fund Holding Summary
As of 2025-03-31, Lauer Wealth, LLC held 172,612.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $13.38 Mil. This investment constitutes 10.3% of their stock portfolio, and Lauer Wealth, LLC now holds 0.09% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.
The initial trade took place in 2023Q1. And since then Lauer Wealth, LLC has made 5 purchases of DGRW, at an average price of $64.53, for a total of 294,515.00 shares. In addition, there have been 3 sales at an average price of $69.07 for 121,903.00 shares. Based on historical transaction data and DGRW's current price of $85.14, Lauer Wealth, LLC's estimated gain on his DGRW holdings is $4.11 Mil, reflecting a 21.64% gain to date.
Lauer Wealth, LLC DGRW ($85.14) Holding Chart
Lauer Wealth, LLC DGRW ($85.14) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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