Cascade Financial Partners, LLC Wisdomtree Tr Us Quality Divid Transaction History

Cascade Financial Partners, LLC

  • $767 Billion
  • Q4 2024

A detailed history of Cascade Financial Partners, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 29,797 shares of DGRW stock, worth $2.37 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
29,797
Previous 24,145 23.41%
Holding current value
$2.37 Million
Previous $2.03 Billion 18.77%
% of portfolio
0.31%
Previous 0.25%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$80.93 - $85.66 $457,416 - $484,150
5,652 Added 23.41%
29,797 $2.41 Billion
Q3 2024

Oct 24, 2024
BUY
$75.88 - $83.21 $45,831 - $50,258
604 Added 2.57%
24,145 $2.03 Billion
Q2 2024

Jul 31, 2024
BUY
$72.31 - $79.02 $1.7 Million - $1.86 Million
23,541 New
23,541 $1.84 Billion

Others Institutions Holding DGRW

# of Institutions
759
Shares Held
148M
Call Options Held
8.3K
Put Options Held
2.4K
View Full List

About WISDOMTREE TR US QUALITY DIVID

DGRW Quotes by TradingView
  • Ticker DGRW
  • Sector ETFs
  • Industry ETFs
More about DGRW
Track This Portfolio

Track Cascade Financial Partners, LLC Portfolio

Follow Cascade Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cascade Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cascade Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email