Cascade Financial Partners’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Cascade Financial Partners’s Portfolio DGRS Stock Details DGRS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$284K	Hold	5,372	–	–	0.03%	217
2025 Q4	$267K	Sell	5,372 -958	-15%	-$47.5K	0.03%	225
2025 Q3	$316K	Hold	6,330	–	–	0.04%	200
2025 Q2	$295K	Hold	6,330	–	–	0.04%	207
2025 Q1	$294K	Hold	6,330	–	–	0.04%	197
2024 Q4	$324K	Hold	6,330	–	–	0.04%	181
2024 Q3	$324K	Hold	6,330	–	–	0.04%	178
2024 Q2	$298K	Hold	6,330	–	–	0.04%	179
2024 Q1	$298K	Buy	+6,330	New	+$298K	0.04%	178

Other funds holding DGRS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LCM

LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cascade Financial Partners's DGRS Position: Q1 2026 in Review

Cascade Financial Partners held its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) position steady in Q1 2026 at 5,372 shares worth $284K. The position accounts for 0.03% of the portfolio, ranked #217.

Cascade Financial Partners first reported a position in DGRS in Q1 2024 and has held it in 9 quarters since. The position peaked at $324K in Q3 2024. 126 funds tracked by Wall St. Rank hold DGRS as of Q1 2026.

Cascade Financial Partners held 5,372 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $284K as of Q1 2026.
Cascade Financial Partners left its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund share count unchanged in Q1 2026.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 0.03% of Cascade Financial Partners's portfolio in Q1 2026, its #217 holding.
Cascade Financial Partners first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q1 2024 and has held it in 9 quarters since.
Cascade Financial Partners's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $324K in Q3 2024.
126 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.