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Ackerman Capital Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Ackerman Capital Advisors’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
2018
Q1 		$250K Buy
8,622
+5,670
+192% +$160K 0.1% 72
2017
Q4 		$248K Buy
+2,952
New +$84.1K 0.11% 66
2017
Q2 		$249K Buy
+9,273
New +$249K 0.1% 74

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Ackerman Capital Advisors's DES Position: Q1 2018 in Review

Ackerman Capital Advisors increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 192% in Q1 2018, buying an estimated $160K and bringing the position to 8,622 shares worth $250K. The position accounts for 0.1% of the portfolio, ranked #72.

Ackerman Capital Advisors first reported a position in DES in Q2 2017 and has held it in 3 quarters since. 233 funds tracked by Wall St. Rank hold DES as of Q1 2018.

  • Ackerman Capital Advisors held 8,622 shares of WisdomTree US SmallCap Dividend Fund worth $250K as of Q1 2018.
  • Ackerman Capital Advisors bought 5,670 WisdomTree US SmallCap Dividend Fund shares in Q1 2018, an estimated $160K.
  • WisdomTree US SmallCap Dividend Fund made up 0.1% of Ackerman Capital Advisors's portfolio in Q1 2018, its #72 holding.
  • Ackerman Capital Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2017 and has held it in 3 quarters since.
  • 233 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2018.

Based on Ackerman Capital Advisors's 13F filing for Q1 2018, filed 11 Apr 2018.