Cascades Capital Asset Management, LLC DGRW Holdings History
Cascades Capital Asset Management, LLC's WisdomTree U.S. Dividend Growth Fund Holding Summary
As of 2025-03-31, Cascades Capital Asset Management, LLC held 65,842.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $5.26 Mil. This investment constitutes 2.91% of their stock portfolio, and Cascades Capital Asset Management, LLC now holds 0.04% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.
The initial trade took place in 2024Q3. And since then Cascades Capital Asset Management, LLC has made 2 purchases of DGRW, at an average price of $80.60, for a total of 65,842.00 shares. Based on historical transaction data and DGRW's current price of $85.07, Cascades Capital Asset Management, LLC's estimated gain on his DGRW holdings is $294,049.45, reflecting a 5.54% gain to date.
Cascades Capital Asset Management, LLC DGRW ($85.07) Holding Chart
Cascades Capital Asset Management, LLC DGRW ($85.07) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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