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
2026 Q1	$845K	Sell	9,625 -691	-7%	-$62.8K	0.19%	148
2025 Q4	$923K	Sell	10,316 -1,114	-10%	-$99.3K	0.21%	125
2025 Q3	$1.02M	Sell	11,430 -1,220	-10%	-$106K	0.24%	109
2025 Q2	$1.06M	Sell	12,650 -2,334	-16%	-$185K	0.27%	97
2025 Q1	$1.2M	Buy	14,984 +6,317	+73%	+$518K	0.36%	71
2024 Q4	$701K	Buy	8,667 +1,807	+26%	+$151K	0.23%	123
2024 Q3	$571K	Buy	6,860 +1,630	+31%	+$131K	0.19%	140
2024 Q2	$408K	Buy	+5,230	New	+$395K	0.15%	172

Other funds holding DGRW

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Hamilton Capital Columbus, Ohio $1.93B AUM

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Beacon Financial Advisory's DGRW Position: Q1 2026 in Review

Beacon Financial Advisory reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 6.7% in Q1 2026, selling an estimated $62.8K and leaving 9,625 shares worth $845K. The position accounts for 0.19% of the portfolio, ranked #148.

Beacon Financial Advisory first reported a position in DGRW in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.2M in Q1 2025. 770 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Beacon Financial Advisory held 9,625 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $845K as of Q1 2026.
Beacon Financial Advisory sold 691 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $62.8K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.19% of Beacon Financial Advisory's portfolio in Q1 2026, its #148 holding.
Beacon Financial Advisory first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2024 and has held it in 8 quarters since.
Beacon Financial Advisory's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.2M in Q1 2025.
770 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.