Ownership history in Lauer Wealth, LLC · 11 quarters on record
This page tracks every 13F SEC filing in which Lauer Wealth, LLC reported a position in WISDOMTREE TR (USFR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 279,547 | -34,298 | -10.9% | 10.45% | $14.1M | $50.02 |
| 2025 Q3 | ADDED | 313,845 | +4,601 | +1.5% | 11.29% | $15.8M | $49.49 |
| 2025 Q2 | REDUCED | 309,244 | -17,140 | -5.3% | 12.86% | $15.6M | $49.01 |
| 2025 Q1 | REDUCED | 326,384 | -47,629 | -12.7% | 12.64% | $16.4M | $48.50 |
| 2024 Q4 | REDUCED | 374,013 | -155,972 | -29.4% | 12.58% | $18.8M | $47.99 |
| 2024 Q3 | ADDED | 529,985 | +26,205 | +5.2% | 20.63% | $26.7M | $47.34 |
| 2024 Q2 | ADDED | 503,780 | +177,802 | +54.5% | 20.01% | $25.4M | $46.80 |
| 2024 Q1 | ADDED | 325,978 | +91,564 | +39.1% | 14.28% | $16.4M | $46.16 |
| 2023 Q4 | ADDED | 234,414 | +137,852 | +142.8% | 10.94% | $11.8M | $45.50 |
| 2023 Q3 | ADDED | 96,562 | +32,017 | +49.6% | 5.26% | $4.9M | $44.96 |
As of 2025 Q4 — sorted by position size