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WisdomTree SmallCap Dividend Fund shares owned by Ally Invest Advisors

Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Ally Invest Advisors from 13F filings

Historical chart of Ally Invest Advisors investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Dividend Fund held by Ally Invest Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Ally Invest Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $330k 12k 28.20
2023-06-30 $347k 12k 28.79
2023-03-31 $306k 11k 28.56

More positions owned by Ally Invest Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax Managed Intl Fd Ftse Dev Mkt Etf (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)
Ishares Tr Barclays 7 10 Yr (IEF)
Vanguard Scottsdale Fds Mortg-back Sec (VMBS)
Ishares Tr Intrm Tr Crp Etf (IGIB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Esg Msci Usa Etf (ESGU)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Esg Msci Eafe (ESGD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Ally Invest Advisors

Top funds holding WisdomTree SmallCap Dividend Fund

Bank of America Corporation
UBS Group
Creative Planning
M^T Bank Corporation
Royal Bank of Canada
Wells Fargo & Company
Huntington National Bank
Raymond James Financial Services Advisors
Commonwealth Equity Services
Assetmark
CI Private Wealth
Raymond James & Associates
Kestra Advisory Services
Advisor Group Holdings
United Capital Financial Advisers

View all funds holding WisdomTree SmallCap Dividend Fund