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Ameritas Investment Company’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Ameritas Investment Company’s Portfolio DGRS Stock Details DGRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-50
Closed -$2K – 1157
2018
Q4 		$2K Buy
+50
New +$1.72K ﹤0.01% 1361

Other funds holding DGRS

LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return

Ameritas Investment Company's DGRS Position: Q1 2019 in Review

Ameritas Investment Company sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q1 2019, closing a stake of 50 shares — an estimated $2K sold.

Ameritas Investment Company first reported a position in DGRS in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 50 funds tracked by Wall St. Rank hold DGRS as of Q1 2019.

  • Ameritas Investment Company reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q1 2019 after selling out during the quarter.
  • Ameritas Investment Company sold 50 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2019, an estimated $2K.
  • Ameritas Investment Company first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q4 2018 and held it in 1 quarter.
  • Ameritas Investment Company's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $2K in Q4 2018.
  • 50 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2019.

Based on Ameritas Investment Company's 13F filing for Q1 2019, filed 16 May 2019.