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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-3,607
Closed -$107K – 182
2018
Q2 		$107K Buy
3,607
+11
+0.3% +$326 0.09% 174
2018
Q1 		$101K Buy
3,596
+10
+0.3% +$281 0.09% 178
2017
Q4 		$104K Buy
+3,586
New +$104K 0.09% 166