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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.06M	Sell	12,650 -2,334	-16%	-$195K	0.27%	97
2025 Q1	$1.2M	Buy	14,984 +6,317	+73%	+$504K	0.36%	71
2024 Q4	$701K	Buy	8,667 +1,807	+26%	+$146K	0.23%	123
2024 Q3	$571K	Buy	6,860 +1,630	+31%	+$136K	0.19%	140
2024 Q2	$408K	Buy	+5,230	New	+$408K	0.15%	172