Beacon Capital Management LLC (Tennessee)’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Beacon Capital Management LLC (Tennessee)’s Portfolio DGRS Stock Details DGRS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-203	Closed	-$9.45K	–	335
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%	529
2022 Q4	$8.16K	Hold	203	–	–	﹤0.01%	544
2022 Q3	$8K	Hold	203	–	–	﹤0.01%	511
2022 Q2	$9K	Hold	203	–	–	﹤0.01%	543
2022 Q1	$9K	Buy	+203	New	+$9.2K	﹤0.01%	543

Other funds holding DGRS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

LCM

LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s DGRS Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q3 2025, closing a stake of 203 shares — an estimated $9.45K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in DGRS in Q1 2022 and held it in 14 quarters. The position peaked at $10.5K in Q3 2024. 125 funds tracked by Wall St. Rank hold DGRS as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 203 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q3 2025, an estimated $9.45K.
Beacon Capital Management LLC (Tennessee) first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $10.5K in Q3 2024.
125 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.