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 Q2	$2.23M	Sell	23,370 -404	-2%	-$38.2K	0.19%	79
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 $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cascade Financial Partners's DGRW Position: Q2 2026 in Review

Cascade Financial Partners reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 1.7% in Q2 2026, selling an estimated $38.2K and leaving 23,370 shares worth $2.23M. The position accounts for 0.19% of the portfolio, ranked #79.

Cascade Financial Partners first reported a position in DGRW in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.45M in Q3 2025. 796 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Cascade Financial Partners held 23,370 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $2.23M as of Q2 2026.
Cascade Financial Partners sold 404 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $38.2K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.19% of Cascade Financial Partners's portfolio in Q2 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 9 quarters since.
Cascade Financial Partners's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $2.45M in Q3 2025.
796 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.