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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.09M	Sell	23,774 -2,282	-9%	-$207K	0.22%	79
2025 Q4	$2.33M	Sell	26,056 -1,458	-5%	-$130K	0.24%	72
2025 Q3	$2.45M	Buy	27,514 +1,304	+5%	+$113K	0.28%	72
2025 Q2	$2.19M	Buy	26,210 +1,721	+7%	+$137K	0.26%	72
2025 Q1	$1.96M	Sell	24,489 -5,308	-18%	-$435K	0.25%	74
2024 Q4	$2.41M	Buy	29,797 +5,652	+23%	+$473K	0.31%	61
2024 Q3	$2.03M	Buy	24,145 +604	+3%	+$48.4K	0.25%	66
2024 Q2	$1.84M	Buy	+23,541	New	+$1.78M	0.24%	67

Other funds holding DGRW

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Cascade Financial Partners reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 8.8% in Q1 2026, selling an estimated $207K and leaving 23,774 shares worth $2.09M. The position accounts for 0.22% of the portfolio, ranked #79.

Cascade Financial Partners first reported a position in DGRW in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.45M in Q3 2025. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Cascade Financial Partners held 23,774 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $2.09M as of Q1 2026.
Cascade Financial Partners sold 2,282 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $207K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.22% of Cascade Financial Partners's portfolio in Q1 2026, its #79 holding.
Cascade Financial Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2024 and has held it in 8 quarters since.
Cascade Financial Partners's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $2.45M in Q3 2025.
769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

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