Beacon Capital Management LLC (Tennessee)’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.45K | Hold |
203
| – | – | ﹤0.01% | 641 |
|
|
2025
Q1 | $9.44K | Hold |
203
| – | – | ﹤0.01% | 635 |
|
|
2024
Q4 | $10.4K | Hold |
203
| – | – | ﹤0.01% | 596 |
|
|
2024
Q3 | $10.5K | Hold |
203
| – | – | ﹤0.01% | 632 |
|
|
2024
Q2 | $9.56K | Hold |
203
| – | – | ﹤0.01% | 575 |
|
|
2024
Q1 | $10.1K | Hold |
203
| – | – | ﹤0.01% | 573 |
|
|
2023
Q4 | $8.36K | Hold |
203
| – | – | ﹤0.01% | 566 |
|
|
2023
Q3 | $8.61K | Hold |
203
| – | – | ﹤0.01% | 595 |
|
|
2023
Q2 | $8.61K | Hold |
203
| – | – | ﹤0.01% | 595 |
|
|
2023
Q1 | $8.44K | Hold |
203
| – | – | ﹤0.01% | 528 |
|
|
2022
Q4 | $8.16K | Hold |
203
| – | – | ﹤0.01% | 544 |
|
|
2022
Q3 | $8K | Hold |
203
| – | – | ﹤0.01% | 511 |
|
|
2022
Q2 | $9K | Hold |
203
| – | – | ﹤0.01% | 542 |
|
|
2022
Q1 | $9K | Buy |
+203
| New | +$9K | ﹤0.01% | 542 |
|