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Acorn Wealth Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Acorn Wealth Advisors’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
2018
Q2 		– Sell
-18
Closed -$1K – 591
2018
Q1 		$1K Buy
+18
New +$975 ﹤0.01% 781

Other funds holding DGS

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
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AFIA
America First Investment Advisors Omaha, Nebraska $536M AUM 12.62% 1-Year Est. Return

Acorn Wealth Advisors's DGS Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2018, closing a stake of 18 shares — an estimated $1K sold.

Acorn Wealth Advisors first reported a position in DGS in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 176 funds tracked by Wall St. Rank hold DGS as of Q2 2018.

  • Acorn Wealth Advisors reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q2 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 18 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2018, an estimated $1K.
  • Acorn Wealth Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2018 and held it in 1 quarter.
  • Acorn Wealth Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $1K in Q1 2018.
  • 176 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.