CAPITAL MANAGEMENT CORP /VA DGRE — WISDOMTREE TR

Ownership history in CAPITAL MANAGEMENT CORP /VA  ·  43 quarters on record

AI Ownership Summary

CAPITAL MANAGEMENT CORP /VA reported WISDOMTREE TR (DGRE) in 43 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.05% in 2024 Q2. The latest visible filing shows DGRE at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DGRE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CAPITAL MANAGEMENT CORP /VA's position in WISDOMTREE TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DGRE was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DGRE stock page CAPITAL MANAGEMENT CORP /VA fund profile CAPITAL MANAGEMENT CORP /VA full holdings
How CAPITAL MANAGEMENT CORP /VA held DGRE — position size vs. price
% of Fund (quarterly)    DGRE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 8,106 -900 -10.0% 0.05% $268K 2026-04-23 $36.76
2025 Q4 UNCHANGED — — — 9,006 — 0% 0.05% $282K 2026-02-02 $33.83
2025 Q3 UNCHANGED — — — 9,006 — 0% 0.04% $258K 2025-11-04 $29.93
2025 Q2 UNCHANGED — — — 9,006 — 0% 0.04% $248K 2025-07-28 $27.20
2025 Q1 UNCHANGED — — — 9,006 — 0% 0.04% $219K 2025-05-05 $25.55
2024 Q4 UNCHANGED — — — 9,006 — 0% 0.04% $225K 2025-02-07 $24.47
2024 Q3 UNCHANGED — — — 9,006 — 0% 0.04% $250K 2024-10-30 $25.73
2024 Q2 UNCHANGED — — — 9,006 — 0% 0.05% $238K 2024-07-25 $25.51
2024 Q1 UNCHANGED — — — 9,006 — 0% 0.04% $231K 2024-05-10 $24.83
2023 Q4 UNCHANGED — — — 9,006 — 0% 0.04% $221K 2024-02-01 $23.63
33 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DGRE

As of 2026 Q1 — sorted by position size

SimpliFi, Inc. 3Y 7Y 4.71% Noble Wealth Management PBC 0.73% Occidental Asset Management, LLC 3Y 7Y 0.33% Capital Advisors, Ltd. LLC 3Y 7Y 0.08% United Advisor Group, LLC 0.06% Great Waters Wealth Management 3Y 0.06% KMG FIDUCIARY PARTNERS, LLC 3Y 7Y 0.05% Clark Asset Management, LLC 0.02% Farther Finance Advisors, LLC 0.01% Orgel Wealth Management, LLC 3Y 7Y 0.01%

FAQ About CAPITAL MANAGEMENT CORP /VA and DGRE

These are the practical questions this page is built to answer before you even open the full history table.

How long has CAPITAL MANAGEMENT CORP /VA reported owning DGRE?

CAPITAL MANAGEMENT CORP /VA reported DGRE across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DGRE position in CAPITAL MANAGEMENT CORP /VA's portfolio?

The largest reported portfolio weight for DGRE was 0.05% in 2024 Q2.

What is the latest reported DGRE position on this page?

The most recent filing on this page is 2026 Q1, when CAPITAL MANAGEMENT CORP /VA reported 8,106 shares, equal to 0.05% of portfolio, with an estimated market value of $268K.

What does the chart on this DGRE ownership page compare?

The chart compares CAPITAL MANAGEMENT CORP /VA's quarterly DGRE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CAPITAL MANAGEMENT CORP /VA time their DGRE position?

Based on 13F filing dates vs. subsequent DGRE price moves, CAPITAL MANAGEMENT CORP /VA correctly timed 9 out of 19 reported position changes (47%). The annualised alpha on DGRE relative to SPY over the holding period was -6.6%.

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