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Ameritas Investment Company’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Ameritas Investment Company’s Portfolio DLS Stock Details DLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-440
Closed -$29K – 380
2019
Q1 		$29K Sell
440
-3,009
-87% -$195K 0.01% 502
2018
Q4 		$208K Buy
+3,449
New +$224K 0.04% 284

Other funds holding DLS

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameritas Investment Company's DLS Position: Q2 2019 in Review

Ameritas Investment Company sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q2 2019, closing a stake of 440 shares — an estimated $29K sold.

Ameritas Investment Company first reported a position in DLS in Q4 2018 and held it in 2 quarters. The position peaked at $208K in Q4 2018. 202 funds tracked by Wall St. Rank hold DLS as of Q2 2019.

  • Ameritas Investment Company reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q2 2019 after selling out during the quarter.
  • Ameritas Investment Company sold 440 WisdomTree International SmallCap Dividend Fund shares in Q2 2019, an estimated $29K.
  • Ameritas Investment Company first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2018 and held it in 2 quarters.
  • Ameritas Investment Company's WisdomTree International SmallCap Dividend Fund position peaked at $208K in Q4 2018.
  • 202 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2019.

Based on Ameritas Investment Company's 13F filing for Q2 2019, filed 7 Aug 2019.