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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$316K	Hold
2025 Q2	$295K	Hold
2025 Q1	$294K	Hold
2024 Q4	$324K	Hold
2024 Q3	$324K	Hold
2024 Q2	$298K	Hold
2024 Q1	$298K	Buy