Ameritas Investment Company’s WisdomTree US Total Dividend Fund DTD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-360	Closed	-$14K	–	614
2020 Q1	$14K	Buy	+360	New	+$17.4K	﹤0.01%	1107
2019 Q4	–	Sell	-878	Closed	-$44K	–	995
2019 Q3	$44K	Buy	+878	New	+$42.8K	0.01%	689
2019 Q1	–	Sell	-590	Closed	-$25K	–	1181
2018 Q4	$25K	Buy	+590	New	+$26.8K	0.01%	801

Other funds holding DTD

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SMG

Smart Money Group Eastland, Texas $390M AUM 21.29% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Ameritas Investment Company's DTD Position: Q2 2020 in Review

Ameritas Investment Company sold out of WisdomTree US Total Dividend Fund (DTD) in Q2 2020, closing a stake of 360 shares — an estimated $14K sold.

Ameritas Investment Company first reported a position in DTD in Q4 2018 and held it in 3 quarters. The position peaked at $44K in Q3 2019. 111 funds tracked by Wall St. Rank hold DTD as of Q2 2020.

Ameritas Investment Company reported no remaining WisdomTree US Total Dividend Fund position as of Q2 2020 after selling out during the quarter.
Ameritas Investment Company sold 360 WisdomTree US Total Dividend Fund shares in Q2 2020, an estimated $14K.
Ameritas Investment Company first reported a position in WisdomTree US Total Dividend Fund in Q4 2018 and held it in 3 quarters.
Ameritas Investment Company's WisdomTree US Total Dividend Fund position peaked at $44K in Q3 2019.
111 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2020.

Based on Ameritas Investment Company's 13F filing for Q2 2020, filed 14 Aug 2020.