Serenus Wealth Advisors, LLC DGRW — WISDOMTREE US QUALITY DIVIDEND GROWTH FUND

Ownership history in Serenus Wealth Advisors, LLC  ·  6 quarters on record

AI Ownership Summary

Serenus Wealth Advisors, LLC reported WISDOMTREE US QUALITY DIVIDEND GROWTH FUND (DGRW) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 6.98% in 2026 Q1. The latest visible filing shows DGRW at 6.98% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DGRW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Serenus Wealth Advisors, LLC's position in WISDOMTREE US QUALITY DIVIDEND GROWTH FUND, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DGRW was reported at 6.98% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.98% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DGRW stock page Serenus Wealth Advisors, LLC fund profile Serenus Wealth Advisors, LLC full holdings
How Serenus Wealth Advisors, LLC held DGRW — position size vs. price
% of Fund (quarterly)    DGRW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 398,649 +16,544 +4.3% 6.98% $35.0M 2026-04-27 $93.87
2025 Q4 ADDED — — — 382,105 +10,974 +3.0% 6.62% $34.2M 2026-01-28 $91.03
2025 Q3 REDUCED — — — 371,131 -13,788 -3.6% 5.64% $33.0M 2025-11-07 $87.57
2025 Q2 REDUCED — — — 384,919 -18,325 -4.5% 5.46% $32.2M 2025-08-13 $86.55
2025 Q1 REDUCED — — — 403,244 -657 -0.2% 5.34% $32.2M 2025-05-07 $77.10
2024 Q4 INITIATED — — — 403,901 — — 5.68% $32.7M 2025-01-28 $82.27

🏢 Other funds also holding DGRW

As of 2026 Q1 — sorted by position size

Fiduciary Planning LLC 3Y 13.61% Boyce & Associates Wealth Consulting, Inc. 3Y 13.51% IAM Advisory, LLC 3Y 13.06% COLUMBIA ADVISORY PARTNERS LLC 3Y 12.7% Lauer Wealth, LLC 11.31% Choice Wealth Advisors LLC 3Y 11.31% Spinnaker Investment Group, LLC 3Y 10.17% MOR Wealth Management, LLC 8.88% Legacy Financial Advisors, Inc. 3Y 7Y 8.87% ACT Advisors, LLC. 3Y 8.75%

FAQ About Serenus Wealth Advisors, LLC and DGRW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Serenus Wealth Advisors, LLC reported owning DGRW?

Serenus Wealth Advisors, LLC reported DGRW across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported DGRW position in Serenus Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for DGRW was 6.98% in 2026 Q1.

What is the latest reported DGRW position on this page?

The most recent filing on this page is 2026 Q1, when Serenus Wealth Advisors, LLC reported 398,649 shares, equal to 6.98% of portfolio, with an estimated market value of $35.0M.

What does the chart on this DGRW ownership page compare?

The chart compares Serenus Wealth Advisors, LLC's quarterly DGRW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Serenus Wealth Advisors, LLC time their DGRW position?

Based on 13F filing dates vs. subsequent DGRW price moves, Serenus Wealth Advisors, LLC correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on DGRW relative to SPY over the holding period was -4.0%.

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