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Ameritas Advisory Services’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Ameritas Advisory Services’s Portfolio DFE Stock Details DFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-141
Closed -$9.89K – 2306
2025
Q2 		$9.89K Buy
+141
New +$9.29K ﹤0.01% 2021
2023
Q2 		– Sell
-141
Closed -$8.44K – 999
2023
Q1 		$8.44K Buy
+141
New +$8.27K ﹤0.01% 1956

Other funds holding DFE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
VFO
Virtus Family Office El Paso, Texas $117M AUM 20.51% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ameritas Advisory Services's DFE Position: Q3 2025 in Review

Ameritas Advisory Services sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q3 2025, closing a stake of 141 shares — an estimated $9.89K sold.

Ameritas Advisory Services first reported a position in DFE in Q1 2023 and held it in 2 quarters. The position peaked at $9.89K in Q2 2025. 61 funds tracked by Wall St. Rank hold DFE as of Q3 2025.

  • Ameritas Advisory Services reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 141 WisdomTree Europe SmallCap Dividend Fund shares in Q3 2025, an estimated $9.89K.
  • Ameritas Advisory Services first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q1 2023 and held it in 2 quarters.
  • Ameritas Advisory Services's WisdomTree Europe SmallCap Dividend Fund position peaked at $9.89K in Q2 2025.
  • 61 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.