Ameritas Investment Partners’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Hold	0	–	–	–	3195
2019 Q3	–	Sell	-594	Closed	-$25K	–	3061
2019 Q2	$25K	Buy	594 +2	+0.3%	+$87	﹤0.01%	2312
2019 Q1	$25K	Buy	592 +1	+0.2%	+$41	﹤0.01%	2264
2018 Q4	$22K	Buy	591 +2	+0.3%	+$83	﹤0.01%	2282
2018 Q3	$26K	Buy	589 +1	+0.2%	+$43	﹤0.01%	2374
2018 Q2	$24K	Buy	588 +36	+7%	+$1.48K	﹤0.01%	2405
2018 Q1	$22K	Buy	552 +1	+0.2%	+$42	﹤0.01%	2373
2017 Q4	$14K	Buy	551 +176	+47%	+$7.02K	﹤0.01%	2611
2017 Q3	$14K	Buy	+375	New	+$14K	﹤0.01%	2602

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameritas Investment Partners's DGRW Position: Q2 2025 in Review

Ameritas Investment Partners held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2025 at 0 shares worth $10. The position accounts for ﹤0.01% of the portfolio, ranked #3195.

Ameritas Investment Partners first reported a position in DGRW in Q3 2017 and has held it in 8 quarters since. The position peaked at $26K in Q3 2018. 731 funds tracked by Wall St. Rank hold DGRW as of Q2 2025.

Ameritas Investment Partners held 0 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $10 as of Q2 2025.
Ameritas Investment Partners left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q2 2025.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q2 2025, its #3195 holding.
Ameritas Investment Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2017 and has held it in 8 quarters since.
Ameritas Investment Partners's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $26K in Q3 2018.
731 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2025.

Based on Ameritas Investment Partners's 13F filing for Q2 2025, filed 12 Aug 2025.