Ameritas Investment Company’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Ameritas Investment Company’s Portfolio DES Stock Details DES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-55,018	Closed	-$1.71M	–	1033
2021 Q1	$1.71M	Buy	+55,018	New	+$1.62M	0.15%	141
2020 Q2	–	Sell	-1,048	Closed	-$19K	–	580
2020 Q1	$19K	Buy	1,048 +201	+24%	+$4.97K	﹤0.01%	1011
2019 Q4	$24K	Buy	847 +4	+0.5%	+$112	0.01%	666
2019 Q3	$23K	Buy	+843	New	+$22.5K	﹤0.01%	883
2019 Q1	–	Sell	-7,493	Closed	-$184K	–	1151
2018 Q4	$184K	Buy	+7,493	New	+$204K	0.04%	307

Other funds holding DES

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameritas Investment Company's DES Position: Q2 2021 in Review

Ameritas Investment Company sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2021, closing a stake of 55,018 shares — an estimated $1.71M sold.

Ameritas Investment Company first reported a position in DES in Q4 2018 and held it in 5 quarters. The position peaked at $1.71M in Q1 2021. 273 funds tracked by Wall St. Rank hold DES as of Q2 2021.

Ameritas Investment Company reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2021 after selling out during the quarter.
Ameritas Investment Company sold 55,018 WisdomTree US SmallCap Dividend Fund shares in Q2 2021, an estimated $1.71M.
Ameritas Investment Company first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2018 and held it in 5 quarters.
Ameritas Investment Company's WisdomTree US SmallCap Dividend Fund position peaked at $1.71M in Q1 2021.
273 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.