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Beacon Financial Advisory’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Beacon Financial Advisory’s Portfolio DGRS Stock Details DGRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$248K Sell
5,336
-1,030
-16% -$47.9K 0.06% 303
2025
Q1 		$296K Buy
+6,366
New +$296K 0.09% 246