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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.19M	Buy	26,210 +1,721	+7%	+$144K	0.26%	72
2025 Q1	$1.96M	Sell	24,489 -5,308	-18%	-$424K	0.25%	74
2024 Q4	$2.41M	Buy	29,797 +5,652	+23%	+$457K	0.31%	61
2024 Q3	$2.03M	Buy	24,145 +604	+3%	+$50.8K	0.25%	66
2024 Q2	$1.84M	Buy	+23,541	New	+$1.84M	0.24%	67