Cascades Capital Asset Management’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	$449K	Sell	5,360 -60,482	-92%	-$5.06M	0.23%	66
2025 Q1	$5.26M	Buy	65,842 +5,066	+8%	+$405K	2.84%	9
2024 Q4	$4.92M	Buy	60,776 +6,789	+13%	+$549K	2.62%	9
2024 Q3	$4.49M	Buy	+53,987	New	+$4.49M	2.47%	10