Ameritas Advisory Services’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Ameritas Advisory Services’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
2026 Q2	$149K	Sell	3,674 -6,485	-64%	-$250K	﹤0.01%	1124
2026 Q1	$365K	Sell	10,159 -79	-0.8%	-$2.85K	0.01%	690
2025 Q4	$342K	Buy	10,238 +6,822	+200%	+$228K	0.01%	711
2025 Q3	$115K	Buy	3,416 +729	+27%	+$24.2K	0.01%	792
2025 Q2	$85.3K	Buy	+2,687	New	+$82.8K	﹤0.01%	1053
2023 Q2	–	Sell	-2,720	Closed	-$77.4K	–	995
2023 Q1	$77.4K	Buy	+2,720	New	+$81.4K	﹤0.01%	1096

Other funds holding DES

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameritas Advisory Services's DES Position: Q2 2026 in Review

Ameritas Advisory Services reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 64% in Q2 2026, selling an estimated $250K and leaving 3,674 shares worth $149K. The position accounts for ﹤0.01% of the portfolio, ranked #1124.

Ameritas Advisory Services first reported a position in DES in Q1 2023 and has held it in 6 quarters since. The position peaked at $365K in Q1 2026. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Ameritas Advisory Services held 3,674 shares of WisdomTree US SmallCap Dividend Fund worth $149K as of Q2 2026.
Ameritas Advisory Services sold 6,485 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $250K.
WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1124 holding.
Ameritas Advisory Services first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2023 and has held it in 6 quarters since.
Ameritas Advisory Services's WisdomTree US SmallCap Dividend Fund position peaked at $365K in Q1 2026.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.