wisdomtreetrusdivd.. shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in wisdomtreetrusdivd..
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Quarterly reported holdings in wisdomtreetrusdivd.. by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 11k | 88.96 |
| 2025-06-30 | $1.1M | 13k | 83.74 |
| 2025-03-31 | $1.2M | 15k | 79.86 |
| 2024-12-31 | $701k | 8.7k | 80.93 |
| 2024-09-30 | $571k | 6.9k | 83.21 |
| 2024-06-30 | $408k | 5.2k | 78.05 |