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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-124	Closed	-$7K	–	1005
2022 Q3	$7K	Hold	124	–	–	﹤0.01%	529
2022 Q2	$8K	Hold	124	–	–	﹤0.01%	555
2022 Q1	$8K	Buy	+124	New	+$7.83K	﹤0.01%	555

Other funds holding DGRW

AWA

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

Hamilton Capital Columbus, Ohio $1.93B AUM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s DGRW Position: Q4 2022 in Review

Beacon Capital Management LLC (Tennessee) sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2022, closing a stake of 124 shares — an estimated $7K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in DGRW in Q1 2022 and held it in 3 quarters. The position peaked at $8K in Q2 2022. 443 funds tracked by Wall St. Rank hold DGRW as of Q4 2022.

Beacon Capital Management LLC (Tennessee) reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q4 2022 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 124 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2022, an estimated $7K.
Beacon Capital Management LLC (Tennessee) first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2022 and held it in 3 quarters.
Beacon Capital Management LLC (Tennessee)'s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $8K in Q2 2022.
443 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2022.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q4 2022, filed 27 Jan 2023.