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Beacon Harbor Wealth Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Beacon Harbor Wealth Advisors’s Portfolio DGRW Stock Details DGRW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-71,195
Closed -$4.3M – 74
2022
Q4 		$4.3M Buy
+71,195
New +$4.3M 1.46% 37