Ameritas Investment Company’s WisdomTree International Equity Fund DWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-97	Closed	-$5.1K	–	1066
2021 Q1	$5.1K	Buy	+97	New	+$5.06K	﹤0.01%	1706
2020 Q1	–	Sell	-177	Closed	-$9K	–	1773
2019 Q4	$9K	Buy	177 +1	+0.6%	+$52	﹤0.01%	749
2019 Q3	$9K	Buy	+176	New	+$8.72K	﹤0.01%	1138
2019 Q1	–	Sell	-8,053	Closed	-$375K	–	1187
2018 Q4	$375K	Buy	+8,053	New	+$397K	0.08%	197

Other funds holding DWM

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

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

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return

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

Ameritas Investment Company sold out of WisdomTree International Equity Fund (DWM) in Q2 2021, closing a stake of 97 shares — an estimated $5.1K sold.

Ameritas Investment Company first reported a position in DWM in Q4 2018 and held it in 4 quarters. The position peaked at $375K in Q4 2018. 119 funds tracked by Wall St. Rank hold DWM as of Q2 2021.

Ameritas Investment Company reported no remaining WisdomTree International Equity Fund position as of Q2 2021 after selling out during the quarter.
Ameritas Investment Company sold 97 WisdomTree International Equity Fund shares in Q2 2021, an estimated $5.1K.
Ameritas Investment Company first reported a position in WisdomTree International Equity Fund in Q4 2018 and held it in 4 quarters.
Ameritas Investment Company's WisdomTree International Equity Fund position peaked at $375K in Q4 2018.
119 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2021.

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