BFG
DGRW icon

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

Beacon Financial Group’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
Q2 		$55.5M Buy
580,499
+5,807
+1% +$549K 5.04% 1
2026
Q1 		$50.5M Sell
574,692
-3,448
-0.6% -$314K 5.04% 1
2025
Q4 		$51.7M Sell
578,140
-16,704
-3% -$1.49M 5.14% 1
2025
Q3 		$52.9M Sell
594,844
-29,409
-5% -$2.55M 5.2% 1
2025
Q2 		$52.3M Sell
624,253
-15,444
-2% -$1.23M 5.44% 1
2025
Q1 		$51.1M Sell
639,697
-39,106
-6% -$3.2M 5.58% 1
2024
Q4 		$54.9M Sell
678,803
-8,445
-1% -$706K 5.91% 1
2024
Q3 		$57.2M Sell
687,248
-13,426
-2% -$1.08M 6.19% 1
2024
Q2 		$54.7M Sell
700,674
-4,951
-0.7% -$374K 6.23% 1
2024
Q1 		$53.8M Sell
705,625
-74,415
-10% -$5.43M 6.17% 1
2023
Q4 		$54.8M Buy
780,040
+152,521
+24% +$10.1M 6.69% 1
2023
Q3 		$42.1M Sell
627,519
-6,795
-1% -$452K 5.97% 1
2023
Q2 		$41.8M Sell
634,314
-4,422
-0.7% -$281K 5.67% 1
2023
Q1 		$39.9M Sell
638,736
-18,461
-3% -$1.13M 5.57% 1
2022
Q4 		$39.7M Buy
657,197
+94,944
+17% +$5.66M 5.41% 1
2022
Q3 		$35.1M Buy
562,253
+225
+0% +$13.3K 5.46% 1
2022
Q2 		$32.6M Buy
562,028
+15,146
+3% +$918K 4.85% 1
2022
Q1 		$35.2M Buy
546,882
+7,071
+1% +$446K 4.69% 1
2021
Q4 		$35.6M Buy
539,811
+30,529
+6% +$1.92M 4.62% 1
2021
Q3 		$30.7M Buy
509,282
+1,125
+0.2% +$68.9K 4.12% 2
2021
Q2 		$30.7M Sell
508,157
-93,115
-15% -$5.5M 4.35% 2
2021
Q1 		$32.8M Hold
601,272
– – 5.14% 2
2020
Q4 		$32.8M Sell
601,272
-7,800
-1% -$404K 5.14% 2
2020
Q3 		$30.2M Sell
609,072
-11,035
-2% -$536K 5.4% 2
2020
Q2 		$27.8M Sell
620,107
-231,527
-27% -$10M 5.36% 1
2020
Q1 		$33.6M Sell
851,634
-9,424
-1% -$428K 7.4% 1
2019
Q4 		$41.7M Sell
861,058
-12,298
-1% -$574K 5.23% 2
2019
Q3 		$39.2M Sell
873,356
-112,724
-11% -$4.99M 6.68% 1
2019
Q2 		$43M Buy
986,080
+1,022
+0.1% +$44.2K 7.34% 1
2019
Q1 		$42.4K Sell
985,058
-115,405
-10% -$4.76M 6.94% 2
2018
Q4 		$41.8M Buy
1,100,463
+114,500
+12% +$4.73M 7.84% 1
2018
Q3 		$43.7M Buy
985,963
+75,173
+8% +$3.25M 7.38% 1
2018
Q2 		$37.4M Buy
910,790
+10,207
+1% +$419K 6.31% 1
2018
Q1 		$36.3M Buy
900,583
+512,351
+132% +$21.5M 6.2% 1
2017
Q4 		$16.1M Buy
+388,232
New +$15.5M 2.8% 6

Other funds holding DGRW

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Beacon Financial Group's DGRW Position: Q2 2026 in Review

Beacon Financial Group increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 1% in Q2 2026, buying an estimated $549K and bringing the position to 580,499 shares worth $55.5M. The position accounts for 5.04% of the portfolio, ranked #1.

Beacon Financial Group first reported a position in DGRW in Q4 2017 and has held it in 35 quarters since. The position peaked at $57.2M in Q3 2024. 140 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Beacon Financial Group held 580,499 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $55.5M as of Q2 2026.
  • Beacon Financial Group bought 5,807 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $549K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 5.04% of Beacon Financial Group's portfolio in Q2 2026, its #1 holding.
  • Beacon Financial Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2017 and has held it in 35 quarters since.
  • Beacon Financial Group's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $57.2M in Q3 2024.
  • 140 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.