Ameritas Advisory Services’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Ameritas Advisory Services’s Portfolio DON Stock Details DON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$78.4K	Buy	+1,387	New	+$76.4K	﹤0.01%	1195
2025 Q4	–	Sell	-975	Closed	-$51K	–	1223
2025 Q3	$51K	Buy	975 +590	+153%	+$30.6K	﹤0.01%	1076
2025 Q2	$19.3K	Buy	+385	New	+$18.6K	﹤0.01%	1755

Other funds holding DON

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

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

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

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

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

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

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

Ameritas Advisory Services opened a new position in WisdomTree US MidCap Dividend Fund (DON) in Q2 2026: 1,387 shares worth $78.4K. The stake represents ﹤0.01% of the portfolio and ranks #1195 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in DON as recently as Q3 2025.

Ameritas Advisory Services first reported a position in DON in Q2 2025 and has held it in 3 quarters since. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Ameritas Advisory Services held 1,387 shares of WisdomTree US MidCap Dividend Fund worth $78.4K as of Q2 2026.
WisdomTree US MidCap Dividend Fund was a new Ameritas Advisory Services position in Q2 2026.
WisdomTree US MidCap Dividend Fund made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1195 holding.
Ameritas Advisory Services first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2025 and has held it in 3 quarters since.
474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

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