Cascade Financial Partners, LLC
Position in DGRS — WisdomTree U.S. SmallCap Quality Dividend Growth Fund
CIK 2021208
SAN DIEGO, CA
All Filings in DGRS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 DGRS | $284,501 | 5,372 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 DGRS | $266,558 | 5,372 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 DGRS | $316,373 | 6,330 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 DGRS | $294,661 | 6,330 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 DGRS | $294,345 | 6,330 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 DGRS | $324,285 | 6,330 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 DGRS | $326,184 | 6,330 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 DGRS | $298,206 | 6,330 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 DGRS | $314,221 | 6,330 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||