Ameritas Investment Company’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$400K	Sell	7,478 -685	-8%	-$37.2K	0.02%	475
2021 Q2	$445K	Buy	8,163 +4,693	+135%	+$250K	0.02%	446
2021 Q1	$178K	Buy	+3,470	New	+$172K	0.02%	611
2020 Q2	–	Sell	-203,635	Closed	-$6.55M	–	589
2020 Q1	$6.55M	Buy	+203,635	New	+$8.6M	1.05%	16
2019 Q4	–	Sell	-107,263	Closed	-$4.92M	–	984
2019 Q3	$4.92M	Buy	+107,263	New	+$4.91M	0.99%	17
2019 Q2	–	Sell	-110,698	Closed	-$5.21M	–	376
2019 Q1	$5.21M	Buy	110,698 +46,095	+71%	+$2.11M	0.96%	29
2018 Q4	$2.71M	Buy	+64,603	New	+$2.74M	0.58%	36

Other funds holding DGS

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

Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return

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

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

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

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

BFM

Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return

FPIS

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Ameritas Investment Company's DGS Position: Q3 2021 in Review

Ameritas Investment Company reduced its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 8.4% in Q3 2021, selling an estimated $37.2K and leaving 7,478 shares worth $400K. The position accounts for 0.02% of the portfolio, ranked #475.

Ameritas Investment Company first reported a position in DGS in Q4 2018 and has held it in 7 quarters since. The position peaked at $6.55M in Q1 2020. 184 funds tracked by Wall St. Rank hold DGS as of Q3 2021.

Ameritas Investment Company held 7,478 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $400K as of Q3 2021.
Ameritas Investment Company sold 685 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q3 2021, an estimated $37.2K.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.02% of Ameritas Investment Company's portfolio in Q3 2021, its #475 holding.
Ameritas Investment Company first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2018 and has held it in 7 quarters since.
Ameritas Investment Company's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $6.55M in Q1 2020.
184 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.