AAS
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Ameritas Advisory Services’s WisdomTree International Equity Fund DWM Stock Holding History

Ameritas Advisory Services’s Portfolio DWM Stock Details DWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-91
Closed -$6.02K – 1237
2025
Q3 		$6.02K Buy
91
+1
+1% +$65 ﹤0.01% 1793
2025
Q2 		$5.75K Buy
+90
New +$5.46K ﹤0.01% 2199

Other funds holding DWM

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LPL Financial
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Ameritas Advisory Services sold out of WisdomTree International Equity Fund (DWM) in Q4 2025, closing a stake of 91 shares — an estimated $6.02K sold.

Ameritas Advisory Services first reported a position in DWM in Q2 2025 and held it in 2 quarters. The position peaked at $6.02K in Q3 2025. 126 funds tracked by Wall St. Rank hold DWM as of Q4 2025.

  • Ameritas Advisory Services reported no remaining WisdomTree International Equity Fund position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 91 WisdomTree International Equity Fund shares in Q4 2025, an estimated $6.02K.
  • Ameritas Advisory Services first reported a position in WisdomTree International Equity Fund in Q2 2025 and held it in 2 quarters.
  • Ameritas Advisory Services's WisdomTree International Equity Fund position peaked at $6.02K in Q3 2025.
  • 126 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q4 2025.

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