Cascade Financial Partners, LLC Wisdomtree Tr Us Small Cap Qua Transaction History
Cascade Financial Partners, LLC
- $872 Billion
- Q3 2025
A detailed history of Cascade Financial Partners, LLC transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 6,330 shares of DGRS stock, worth $319,791. This represents 0.04% of its overall portfolio holdings.
Number of Shares
6,330
              Previous 6,330
              
        
           -0.0%
        
      
          
        Holding current value
$319,791
            Previous $295 Million
            
        
           7.37%
        
      
          
        % of portfolio
0.04%
            Previous 0.04%
          
        Shares
	  1 transactions
	
  Others Institutions Holding DGRS
# of Institutions
132Shares Held
5.79MCall Options Held
0Put Options Held
0- 
    
      Lpl Financial LLC Fort Mill, SC629KShares$31.8 Million0.01% of portfolio
- 
    
      Private Wealth Strategies, L.L.C.550KShares$27.8 Million5.29% of portfolio
- 
    
      Morgan Stanley New York, NY427KShares$21.6 Million0.0% of portfolio
- 
    
      Raymond James Financial Inc St. Petersburg, FL410KShares$20.7 Million0.01% of portfolio
- 
    
      Bank Of America Corp Charlotte, NC389KShares$19.7 Million0.0% of portfolio