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

Ameritas Investment Partners’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
2018 Q3	–	Sell	-116	Closed	-$4K	–	3022
2018 Q2	$4K	Hold	116	–	–	﹤0.01%	2952
2018 Q1	$4K	Buy	116 +1	+0.9%	+$36	﹤0.01%	2879
2017 Q4	$25K	Hold	115	–	–	﹤0.01%	2325
2017 Q3	$4K	Hold	115	–	–	﹤0.01%	2933
2017 Q2	$3K	Hold	115	–	–	﹤0.01%	2962
2017 Q1	$3K	Buy	115 +1	+0.9%	+$32	﹤0.01%	2897
2016 Q4	$3K	Buy	+114	New	+$3.41K	﹤0.01%	1239

Other funds holding EES

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

SWM

SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 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

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

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

DLIC

Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Ameritas Investment Partners's EES Position: Q3 2018 in Review

Ameritas Investment Partners sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q3 2018, closing a stake of 116 shares — an estimated $4K sold.

Ameritas Investment Partners first reported a position in EES in Q4 2016 and held it in 7 quarters. The position peaked at $25K in Q4 2017. 103 funds tracked by Wall St. Rank hold EES as of Q3 2018.

Ameritas Investment Partners reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q3 2018 after selling out during the quarter.
Ameritas Investment Partners sold 116 WisdomTree US SmallCap Earnings Fund shares in Q3 2018, an estimated $4K.
Ameritas Investment Partners first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2016 and held it in 7 quarters.
Ameritas Investment Partners's WisdomTree US SmallCap Earnings Fund position peaked at $25K in Q4 2017.
103 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q3 2018.

Based on Ameritas Investment Partners's 13F filing for Q3 2018, filed 13 Nov 2018.