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Wisdomtree Us Smallcap Dividen mf shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of Wisdomtree Us Smallcap Dividen mf (DGRS) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory investment in Wisdomtree Us Smallcap Dividen mf

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Us Smallcap Dividen mf held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Us Smallcap Dividen mf by Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $241k 4.8k 49.98
2025-06-30 $248k 5.3k 46.55
2025-03-31 $296k 6.4k 46.50

More positions owned by Beacon Financial Advisory

J P Morgan Exchange Traded F Equity Premium (JEPI)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Pimco Etf Tr Multisector Bd (PYLD)
First Tr Exchange-traded SHS (FVD)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Apple (AAPL)
T Rowe Price Etf Cap Appreciation (TCAF)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Beacon Financial Advisory

Top funds holding Wisdomtree Us Smallcap Dividen mf

LPL Financial
Morgan Stanley
Raymond James Financial
Stonebridge Financial Group
Lido Advisors
Lvm Capital Management
Linscomb & Williams
Commonwealth Equity Services
United Advisor Group
Royal Bank of Canada
UBS Group
XML Financial
Founders Financial Alliance
IFG Advisory
Stonebridge Wealth Management

View all funds holding Wisdomtree Us Smallcap Dividen mf