Ameritas Investment Partners’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Ameritas Investment Partners’s Portfolio DES Stock Details DES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-611	Closed	-$12K	–	3076
2020 Q3	$12K	Hold	611	–	–	﹤0.01%	2627
2020 Q2	$12K	Hold	611	–	–	﹤0.01%	2621
2020 Q1	$11K	Buy	+611	New	+$15.1K	﹤0.01%	2488
2019 Q2	–	Sell	-135	Closed	-$3K	–	3061
2019 Q1	$3K	Hold	135	–	–	﹤0.01%	2911
2018 Q4	$3K	Buy	135 +2	+2%	+$54	﹤0.01%	2905
2018 Q3	$3K	Buy	133 +1	+0.8%	+$30	﹤0.01%	2986
2018 Q2	$3K	Buy	132 +1	+0.8%	+$29	﹤0.01%	2967
2018 Q1	$3K	Hold	131	–	–	﹤0.01%	2900
2017 Q4	$38K	Buy	131 +2	+2%	+$57	﹤0.01%	2069
2017 Q3	$3K	Hold	129	–	–	﹤0.01%	2950
2017 Q2	$3K	Hold	129	–	–	﹤0.01%	2960
2017 Q1	$3K	Buy	129 +3	+2%	+$81	﹤0.01%	2895
2016 Q4	$3K	Buy	+126	New	+$3.26K	﹤0.01%	1237

Other funds holding DES

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Ameritas Investment Partners's DES Position: Q4 2020 in Review

Ameritas Investment Partners sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q4 2020, closing a stake of 611 shares — an estimated $12K sold.

Ameritas Investment Partners first reported a position in DES in Q4 2016 and held it in 13 quarters. The position peaked at $38K in Q4 2017. 266 funds tracked by Wall St. Rank hold DES as of Q4 2020.

Ameritas Investment Partners reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q4 2020 after selling out during the quarter.
Ameritas Investment Partners sold 611 WisdomTree US SmallCap Dividend Fund shares in Q4 2020, an estimated $12K.
Ameritas Investment Partners first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2016 and held it in 13 quarters.
Ameritas Investment Partners's WisdomTree US SmallCap Dividend Fund position peaked at $38K in Q4 2017.
266 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2020.

Based on Ameritas Investment Partners's 13F filing for Q4 2020, filed 12 Feb 2021.