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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-892	Closed	-$51K	–	1040
2021 Q1	$51K	Buy	+892	New	+$48.9K	﹤0.01%	955
2020 Q2	–	Sell	-237	Closed	-$9K	–	588
2020 Q1	$9K	Sell	237 -233	-50%	-$10.6K	﹤0.01%	1222
2019 Q4	$23K	Buy	470 +236	+101%	+$11K	﹤0.01%	673
2019 Q3	$11K	Buy	+234	New	+$10.4K	﹤0.01%	1090
2019 Q1	–	Sell	-6,199	Closed	-$238K	–	1158
2018 Q4	$238K	Buy	+6,199	New	+$256K	0.05%	261

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

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

Ameritas Investment Company sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2021, closing a stake of 892 shares — an estimated $51K sold.

Ameritas Investment Company first reported a position in DGRW in Q4 2018 and held it in 5 quarters. The position peaked at $238K in Q4 2018. 325 funds tracked by Wall St. Rank hold DGRW as of Q2 2021.

Ameritas Investment Company reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2021 after selling out during the quarter.
Ameritas Investment Company sold 892 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2021, an estimated $51K.
Ameritas Investment Company first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2018 and held it in 5 quarters.
Ameritas Investment Company's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $238K in Q4 2018.
325 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2021.

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