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
2026 Q2	$30.2K	Buy	+324	New	+$29.6K	﹤0.01%	1329
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 $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

PFG

Pinnacle Financial Group Western Springs, Illinois $410M AUM 20.67% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

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

Ameritas Advisory Services opened a new position in WisdomTree US Total Dividend Fund (DTD) in Q2 2026: 324 shares worth $30.2K. The stake represents ﹤0.01% of the portfolio and ranks #1329 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in DTD as recently as Q3 2025.

Ameritas Advisory Services first reported a position in DTD in Q1 2023 and has held it in 4 quarters since. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

Ameritas Advisory Services held 324 shares of WisdomTree US Total Dividend Fund worth $30.2K as of Q2 2026.
WisdomTree US Total Dividend Fund was a new Ameritas Advisory Services position in Q2 2026.
WisdomTree US Total Dividend Fund made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1329 holding.
Ameritas Advisory Services first reported a position in WisdomTree US Total Dividend Fund in Q1 2023 and has held it in 4 quarters since.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

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