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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
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