Ameritas Investment Company’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-1,196	Closed	-$24K	–	635
2020 Q1	$24K	Buy	+1,196	New	+$38.6K	﹤0.01%	945
2019 Q2	–	Sell	-1,828	Closed	-$66K	–	391
2019 Q1	$66K	Sell	1,828 -12,685	-87%	-$458K	0.01%	401
2018 Q4	$465K	Buy	+14,513	New	+$518K	0.1%	172

Other funds holding EES

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return

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

Ameritas Investment Company sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q2 2020, closing a stake of 1,196 shares — an estimated $24K sold.

Ameritas Investment Company first reported a position in EES in Q4 2018 and held it in 3 quarters. The position peaked at $465K in Q4 2018. 107 funds tracked by Wall St. Rank hold EES as of Q2 2020.

Ameritas Investment Company reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q2 2020 after selling out during the quarter.
Ameritas Investment Company sold 1,196 WisdomTree US SmallCap Earnings Fund shares in Q2 2020, an estimated $24K.
Ameritas Investment Company first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2018 and held it in 3 quarters.
Ameritas Investment Company's WisdomTree US SmallCap Earnings Fund position peaked at $465K in Q4 2018.
107 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2020.

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