Cascades Capital Asset Management »

wisdomtreetrusdivd.. shares owned by Cascades Capital Asset Management

Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by Cascades Capital Asset Management from 13F filings

Historical chart of Cascades Capital Asset Management investment in wisdomtreetrusdivd..

Tip: Access up to 7 years of quarterly data

All positions including wisdomtreetrusdivd.. held by Cascades Capital Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in wisdomtreetrusdivd.. by Cascades Capital Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.5M 54k 83.21

More positions owned by Cascades Capital Asset Management

Vanguard S&P 500 ETF Common Equity (VOO)
Vanguard S&P 500 Value Common Equity (VOOV)
Vanguard Dividend Appreciation ETF Common Equity (VIG)
Microsoft Corp Common Equity (MSFT)
Apple Common Equity (AAPL)
Nvidia Corp Common Equity (NVDA)
Vanguard Growth ETF Common Equity (VUG)
Unitedhealth Group Common Equity (UNH)
Wisdomtree Floating Rate Treasury ETF Common Equity (USFR)
Wisdomtree US Quality Dividend Common Equity (DGRW)
S P D R S&p 500 Etf Common Equity (SPY)
Vanguard Mid Cap Index ETF Common Equity (VO)
Alphabet Inc Class A Common Equity (GOOGL)
Pacer Swan SOS Fund Of Funds Common Equity (PSFF)
Lilly Eli & Company Common Equity (LLY)

View all positions for Cascades Capital Asset Management

Top funds holding wisdomtreetrusdivd..

Pnc Financial Services
Bank of America Corporation
LPL Financial
Morgan Stanley
Hamilton Capital Management
HighTower Advisors
Raymond James Financial Services Advisors
Cetera Investment Advisers
Private Advisor
Royal Bank of Canada
Wells Fargo & Company
Kovitz Investment Group Partners
One Capital Management
Raymond James & Associates
Envestnet Asset Management

View all funds holding wisdomtreetrusdivd..