Cascade Financial Partners’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Cascade Financial Partners’s Portfolio DGS Stock Details DGS 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	$7.71M	Buy
2025 Q2	$7.37M	Sell
2025 Q1	$6.68M	Buy
2024 Q4	$6.38M	Buy
2024 Q3	$6.55M	Buy
2024 Q2	$6.24M	Buy
2024 Q1	$5.89M	Buy