Ameritas Investment Company’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$292K	Buy	4,894 +512	+12%	+$31.5K	0.01%	566
2021 Q2	$294K	Buy	4,382 +288	+7%	+$17.2K	0.01%	574
2021 Q1	$235K	Sell	4,094 -32	-0.8%	-$1.76K	0.02%	529
2020 Q4	$222K	Buy	+4,126	New	+$211K	0.04%	379
2020 Q2	–	Sell	-1,942	Closed	-$79K	–	599
2020 Q1	$79K	Buy	1,942 +808	+71%	+$39.6K	0.01%	545
2019 Q4	$60K	Buy	1,134 +6	+0.5%	+$306	0.01%	549
2019 Q3	$56K	Buy	+1,128	New	+$55K	0.01%	627
2019 Q1	–	Sell	-19,016	Closed	-$803K	–	1168
2018 Q4	$803K	Buy	+19,016	New	+$861K	0.17%	113

Other funds holding DLN

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

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

GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

EWM

Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Ameritas Investment Company increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 12% in Q3 2021, buying an estimated $31.5K and bringing the position to 4,894 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #566.

Ameritas Investment Company first reported a position in DLN in Q4 2018 and has held it in 8 quarters since. The position peaked at $803K in Q4 2018. 265 funds tracked by Wall St. Rank hold DLN as of Q3 2021.

Ameritas Investment Company held 4,894 shares of WisdomTree US LargeCap Dividend Fund worth $292K as of Q3 2021.
Ameritas Investment Company bought 512 WisdomTree US LargeCap Dividend Fund shares in Q3 2021, an estimated $31.5K.
WisdomTree US LargeCap Dividend Fund made up 0.01% of Ameritas Investment Company's portfolio in Q3 2021, its #566 holding.
Ameritas Investment Company first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2018 and has held it in 8 quarters since.
Ameritas Investment Company's WisdomTree US LargeCap Dividend Fund position peaked at $803K in Q4 2018.
265 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2021.

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