Ameritas Advisory Services’s WisdomTree US Total Dividend Fund DTD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-319	Closed	-$26.8K	–	1233
2025 Q3	$26.8K	Buy	319 +1	+0.3%	+$82	﹤0.01%	1333
2025 Q2	$25.3K	Buy	+318	New	+$24.1K	﹤0.01%	1638
2023 Q2	–	Sell	-311	Closed	-$18.8K	–	1051
2023 Q1	$18.8K	Buy	+311	New	+$19K	﹤0.01%	1673

Other funds holding DTD

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PFG

Pinnacle Financial Group Western Springs, Illinois $365M AUM 17.56% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Ameritas Advisory Services's DTD Position: Q4 2025 in Review

Ameritas Advisory Services sold out of WisdomTree US Total Dividend Fund (DTD) in Q4 2025, closing a stake of 319 shares — an estimated $26.8K sold.

Ameritas Advisory Services first reported a position in DTD in Q1 2023 and held it in 3 quarters. The position peaked at $26.8K in Q3 2025. 207 funds tracked by Wall St. Rank hold DTD as of Q4 2025.

Ameritas Advisory Services reported no remaining WisdomTree US Total Dividend Fund position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 319 WisdomTree US Total Dividend Fund shares in Q4 2025, an estimated $26.8K.
Ameritas Advisory Services first reported a position in WisdomTree US Total Dividend Fund in Q1 2023 and held it in 3 quarters.
Ameritas Advisory Services's WisdomTree US Total Dividend Fund position peaked at $26.8K in Q3 2025.
207 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.