Cascades Capital Asset Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Cascades Capital Asset Management’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	–	Sell	-1,640	Closed	-$144K	–	171
2026 Q1	$144K	Sell	1,640 -1,420	-46%	-$129K	0.06%	140
2025 Q4	$274K	Sell	3,060 -1,500	-33%	-$134K	0.11%	110
2025 Q3	$406K	Sell	4,560 -800	-15%	-$69.4K	0.18%	81
2025 Q2	$449K	Sell	5,360 -60,482	-92%	-$4.8M	0.23%	66
2025 Q1	$5.26M	Buy	65,842 +5,066	+8%	+$415K	2.84%	9
2024 Q4	$4.92M	Buy	60,776 +6,789	+13%	+$568K	2.62%	9
2024 Q3	$4.49M	Buy	+53,987	New	+$4.32M	2.47%	10

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

Cascades Capital Asset Management's DGRW Position: Q2 2026 in Review

Cascades Capital Asset Management sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2026, closing a stake of 1,640 shares — an estimated $144K sold.

Cascades Capital Asset Management first reported a position in DGRW in Q3 2024 and held it in 7 quarters. The position peaked at $5.26M in Q1 2025. 795 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Cascades Capital Asset Management reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2026 after selling out during the quarter.
Cascades Capital Asset Management sold 1,640 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $144K.
Cascades Capital Asset Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2024 and held it in 7 quarters.
Cascades Capital Asset Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $5.26M in Q1 2025.
795 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Cascades Capital Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.