Acorn Financial Advisory Services’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-8,154	Closed	-$337K	–	221
2020 Q3	$337K	Buy	8,154 +489	+6%	+$20.5K	0.18%	143
2020 Q2	$300K	Buy	7,665 +423	+6%	+$15.7K	0.21%	144
2020 Q1	$240K	Sell	7,242 -18	-0.2%	-$760	0.24%	135
2019 Q4	$346K	Buy	+7,260	New	+$333K	0.29%	119

Other funds holding DGS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

BFM

Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return

FPIS

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

EWMCB

EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return

Acorn Financial Advisory Services's DGS Position: Q4 2020 in Review

Acorn Financial Advisory Services sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q4 2020, closing a stake of 8,154 shares — an estimated $337K sold.

Acorn Financial Advisory Services first reported a position in DGS in Q4 2019 and held it in 4 quarters. The position peaked at $346K in Q4 2019. 165 funds tracked by Wall St. Rank hold DGS as of Q4 2020.

Acorn Financial Advisory Services reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q4 2020 after selling out during the quarter.
Acorn Financial Advisory Services sold 8,154 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q4 2020, an estimated $337K.
Acorn Financial Advisory Services first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2019 and held it in 4 quarters.
Acorn Financial Advisory Services's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $346K in Q4 2019.
165 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q4 2020.

Based on Acorn Financial Advisory Services's 13F filing for Q4 2020, filed 25 Jan 2021.