Acorn Wealth Advisors’s WisdomTree Emerging Markets ESG Fund RESE Stock Holding History

Acorn Wealth Advisors’s Portfolio RESE Stock Details RESE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-599	Closed	-$18K	–	475
2018 Q2	$18K	Buy	599 +1	+0.2%	+$33	0.02%	415
2018 Q1	$20K	Hold	598	–	–	0.02%	390
2017 Q4	$21K	Buy	+598	New	+$19.3K	0.02%	375

Other funds holding RESE

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

WDL

Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SIAS

Shine Investment Advisory Services Lone Tree, Colorado $295M AUM 8.85% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Acorn Wealth Advisors sold out of WisdomTree Emerging Markets ESG Fund (RESE) in Q3 2018, closing a stake of 599 shares — an estimated $18K sold.

Acorn Wealth Advisors first reported a position in RESE in Q4 2017 and held it in 3 quarters. The position peaked at $21K in Q4 2017. 15 funds tracked by Wall St. Rank hold RESE as of Q3 2018.

Acorn Wealth Advisors reported no remaining WisdomTree Emerging Markets ESG Fund position as of Q3 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 599 WisdomTree Emerging Markets ESG Fund shares in Q3 2018, an estimated $18K.
Acorn Wealth Advisors first reported a position in WisdomTree Emerging Markets ESG Fund in Q4 2017 and held it in 3 quarters.
Acorn Wealth Advisors's WisdomTree Emerging Markets ESG Fund position peaked at $21K in Q4 2017.
15 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ESG Fund as of Q3 2018.

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