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 $304,219. This represents 0.04% of its overall portfolio holdings.
Number of Shares
6,330
Previous 6,330
-0.0%
Holding current value
$304,219
Previous $295 Million
7.37%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding DGRS
# of Institutions
136Shares Held
5.72MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC553KShares$26.6 Million0.01% of portfolio
-
Private Wealth Strategies, L.L.C.550KShares$26.5 Million5.29% of portfolio
-
Morgan Stanley New York, NY423KShares$20.3 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL417KShares$20 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC378KShares$18.2 Million0.0% of portfolio