AWA
DES icon

Acorn Wealth Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Acorn Wealth 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
Q3 		– Sell
-3,607
Closed -$107K – 182
2018
Q2 		$107K Buy
3,607
+11
+0.3% +$317 0.09% 174
2018
Q1 		$101K Buy
3,596
+10
+0.3% +$282 0.09% 178
2017
Q4 		$104K Buy
+3,586
New +$102K 0.09% 166

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

Acorn Wealth Advisors's DES Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q3 2018, closing a stake of 3,607 shares — an estimated $107K sold.

Acorn Wealth Advisors first reported a position in DES in Q4 2017 and held it in 3 quarters. The position peaked at $107K in Q2 2018. 237 funds tracked by Wall St. Rank hold DES as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 3,607 WisdomTree US SmallCap Dividend Fund shares in Q3 2018, an estimated $107K.
  • Acorn Wealth Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $107K in Q2 2018.
  • 237 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.