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 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 $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cascades Capital Asset Management's DGRW Position: Q1 2026 in Review

Cascades Capital Asset Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 46% in Q1 2026, selling an estimated $129K and leaving 1,640 shares worth $144K. The position accounts for 0.06% of the portfolio, ranked #140.

Cascades Capital Asset Management first reported a position in DGRW in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.26M in Q1 2025. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Cascades Capital Asset Management held 1,640 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $144K as of Q1 2026.
Cascades Capital Asset Management sold 1,420 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $129K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.06% of Cascades Capital Asset Management's portfolio in Q1 2026, its #140 holding.
Cascades Capital Asset Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2024 and has held it in 7 quarters since.
Cascades Capital Asset Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $5.26M in Q1 2025.
769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Cascades Capital Asset Management's 13F filing for Q1 2026, filed 15 May 2026.