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WisdomTree SmallCap Dividend Fund shares owned by Gallagher Fiduciary Advisors

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

Historical chart of Gallagher Fiduciary 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 Gallagher Fiduciary 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 Gallagher Fiduciary Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $302k 9.4k 32.17
2023-09-30 $263k 9.3k 28.20
2023-06-30 $457k 16k 28.79
2023-03-31 $449k 16k 28.56

More positions owned by Gallagher Fiduciary Advisors

McDonald's Corporation (MCD)
PG&E Corporation (PCG)
Delta Air Lines Inc Del Com New (DAL)
Cbre Group Cl A (CBRE)
Franklin Resources (BEN)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Value Etf (VTV)
Cleveland-cliffs (CLF)

View all positions for Gallagher Fiduciary 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
CI Private Wealth
Assetmark
Raymond James & Associates
Kestra Advisory Services
Advisor Group Holdings
United Capital Financial Advisers

View all funds holding WisdomTree SmallCap Dividend Fund