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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
2024-09-30 $279k 8.1k 34.49
2024-06-30 $300k 9.6k 31.15
2024-03-31 $317k 9.7k 32.68
2023-12-31 $357k 11k 32.17
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)
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)
Ishares Tr Barclays 7 10 Yr (IEF)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Scottsdale Fds Mortg-back Sec (VMBS)
Ishares Tr Intrm Tr Crp Etf (IGIB)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Ally Invest Advisors

Top funds holding WisdomTree SmallCap Dividend Fund

Morgan Stanley
LPL Financial
Bank of America Corporation
Creative Planning
M^T Bank Corporation
Royal Bank of Canada
Wells Fargo & Company
Envestnet Asset Management
Keybank National Association
Huntington National Bank
Raymond James Financial Services Advisors
Raymond James & Associates
Mercer Global Advisors
Commonwealth Equity Services
CI Private Wealth

View all funds holding WisdomTree SmallCap Dividend Fund