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

Cascade Financial Partners, LLC

$872 Billion
Q3 2025

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 27,514 shares of DGRW stock, worth $2.44 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

27,514

Previous 26,210 4.98%

Holding current value

$2.44 Million

Previous $2.19 Billion 11.52%

% of portfolio

0.28%

Previous 0.26%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$84.28 - $89.46 $109,901 - $116,655	1,304 Added 4.98%	27,514 $2.45 Billion
Q2 2025 Aug 07, 2025	BUY	$71.28 - $83.74 $122,672 - $144,116	1,721 Added 7.03%	26,210 $2.19 Billion
Q1 2025 May 13, 2025	SELL	$78.0 - $84.37 $414,024 - $447,835	-5,308 Reduced 17.81%	24,489 $1.96 Billion
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

811

Shares Held

151M

Call Options Held

2.7K

Put Options Held

5.8K

View Full List

About WISDOMTREE TR US QUALITY DIVID

Ticker DGRW
Sector ETFs
Industry ETFs

More about DGRW

Track This Portfolio

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.

Account

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