Raleigh Capital Management’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Raleigh Capital Management’s Portfolio DGRS Stock Details DGRS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-139	Closed	-$5K	–	792
2022 Q3	$5K	Buy	139 +4	+3%	+$163	﹤0.01%	476
2022 Q2	$5K	Buy	135 +3	+2%	+$127	﹤0.01%	439
2022 Q1	$6K	Buy	132 +4	+3%	+$181	﹤0.01%	429
2021 Q4	$6K	Buy	+128	New	+$5.96K	0.01%	220

Other funds holding DGRS

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LCM

LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return

Raleigh Capital Management's DGRS Position: Q4 2022 in Review

Raleigh Capital Management sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q4 2022, closing a stake of 139 shares — an estimated $5K sold.

Raleigh Capital Management first reported a position in DGRS in Q4 2021 and held it in 4 quarters. The position peaked at $6K in Q1 2022. 82 funds tracked by Wall St. Rank hold DGRS as of Q4 2022.

Raleigh Capital Management reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q4 2022 after selling out during the quarter.
Raleigh Capital Management sold 139 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q4 2022, an estimated $5K.
Raleigh Capital Management first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q4 2021 and held it in 4 quarters.
Raleigh Capital Management's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $6K in Q1 2022.
82 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q4 2022.

Based on Raleigh Capital Management's 13F filing for Q4 2022, filed 7 Feb 2023.