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WisdomTree SmallCap Dividend Fund shares owned by Allen Investment Management

Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Allen Investment Management from 13F filings

Historical chart of Allen Investment Management investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Dividend Fund held by Allen Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Allen Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $9.8M 294k 33.45

More positions owned by Allen Investment Management

Amazon (AMZN)
Microsoft Corporation (MSFT)
Charles Schwab Corporation (SCHW)
Meta Platforms Cl A (META)
Visa Com Cl A (V)
UnitedHealth (UNH)
S&p Global (SPGI)
Moody's Corporation (MCO)
Apollo Global Mgmt (APO)
Alphabet Cap Stk Cl C (GOOG)
Ge Vernova (GEV)
Boeing Company (BA)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Gold Tr Gold Shs (GLD)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Allen Investment Management

Top funds holding WisdomTree SmallCap Dividend Fund

LPL Financial
UBS Group
Creative Planning
M^T Bank Corporation
Mercer Global Advisors
Royal Bank of Canada
Raymond James Financial
Wells Fargo & Company
Keybank National Association
Huntington National Bank
Jones Financial Companies, L.L
Ameriprise Financial
ValMark Advisers
YCMNET Advisors
Cetera Investment Advisers

View all funds holding WisdomTree SmallCap Dividend Fund