Raffa Wealth Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Raffa Wealth Management’s Portfolio DES Stock Details DES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-10,034	Closed	-$246K	–	726
2018 Q4	$246K	Buy	10,034 +34	+0.3%	+$925	0.09%	57
2018 Q3	$297K	Buy	+10,000	New	+$301K	0.11%	67
2018 Q1	–	Sell	-34,000	Closed	-$988K	–	712
2017 Q4	$988K	Buy	34,000 +13,000	+62%	+$371K	0.38%	24
2017 Q3	$588K	Buy	+21,000	New	+$561K	0.24%	36

Other funds holding DES

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raffa Wealth Management's DES Position: Q1 2019 in Review

Raffa Wealth Management sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2019, closing a stake of 10,034 shares — an estimated $246K sold.

Raffa Wealth Management first reported a position in DES in Q3 2017 and held it in 4 quarters. The position peaked at $988K in Q4 2017. 251 funds tracked by Wall St. Rank hold DES as of Q1 2019.

Raffa Wealth Management reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2019 after selling out during the quarter.
Raffa Wealth Management sold 10,034 WisdomTree US SmallCap Dividend Fund shares in Q1 2019, an estimated $246K.
Raffa Wealth Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2017 and held it in 4 quarters.
Raffa Wealth Management's WisdomTree US SmallCap Dividend Fund position peaked at $988K in Q4 2017.
251 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2019.

Based on Raffa Wealth Management's 13F filing for Q1 2019, filed 27 Jul 2026.