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

Beacon Financial Advisory’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
2025 Q3	$1.02M	Sell
2025 Q2	$1.06M	Sell
2025 Q1	$1.2M	Buy
2024 Q4	$701K	Buy
2024 Q3	$571K	Buy
2024 Q2	$408K	Buy