Acorn Financial Advisory Services’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Acorn Financial Advisory Services’s Portfolio DFE Stock Details DFE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-4,670	Closed	-$211K	–	220
2022 Q3	$211K	Sell	4,670 -101	-2%	-$5.4K	0.05%	202
2022 Q2	$263K	Buy	4,771 +14	+0.3%	+$875	0.06%	174
2022 Q1	$320K	Sell	4,757 -199	-4%	-$13.7K	0.06%	175
2021 Q4	$369K	Sell	4,956 -341	-6%	-$24.9K	0.07%	163
2021 Q3	$381K	Buy	5,297 +32	+0.6%	+$2.42K	0.12%	154
2021 Q2	$386K	Sell	5,265 -13	-0.2%	-$969	0.11%	166
2021 Q1	$368K	Sell	5,278 -190	-3%	-$12.9K	0.13%	145
2020 Q4	$353K	Sell	5,468 -100	-2%	-$5.78K	0.14%	160
2020 Q3	$296K	Sell	5,568 -1	-0%	-$53	0.16%	161
2020 Q2	$276K	Hold	5,569	–	–	0.19%	155
2020 Q1	$226K	Buy	5,569 +303	+6%	+$17.1K	0.22%	138
2019 Q4	$344K	Buy	+5,266	New	+$316K	0.29%	120

Other funds holding DFE

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

RJA

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Acorn Financial Advisory Services's DFE Position: Q4 2022 in Review

Acorn Financial Advisory Services sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q4 2022, closing a stake of 4,670 shares — an estimated $211K sold.

Acorn Financial Advisory Services first reported a position in DFE in Q4 2019 and held it in 12 quarters. The position peaked at $386K in Q2 2021. 65 funds tracked by Wall St. Rank hold DFE as of Q4 2022.

Acorn Financial Advisory Services reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q4 2022 after selling out during the quarter.
Acorn Financial Advisory Services sold 4,670 WisdomTree Europe SmallCap Dividend Fund shares in Q4 2022, an estimated $211K.
Acorn Financial Advisory Services first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2019 and held it in 12 quarters.
Acorn Financial Advisory Services's WisdomTree Europe SmallCap Dividend Fund position peaked at $386K in Q2 2021.
65 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q4 2022.

Based on Acorn Financial Advisory Services's 13F filing for Q4 2022, filed 20 Jan 2023.