Ally Invest Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Ally Invest Advisors’s Portfolio DES Stock Details DES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$351K	Buy	9,761 +383	+4%	+$13.8K	0.02%	63
2025 Q4	$314K	Buy	9,378 +2,125	+29%	+$71K	0.02%	68
2025 Q3	$244K	Buy	7,253 +147	+2%	+$4.88K	0.02%	74
2025 Q2	$226K	Sell	7,106 -378	-5%	-$11.6K	0.02%	73
2025 Q1	$239K	Sell	7,484 -239	-3%	-$8.04K	0.02%	68
2024 Q4	$265K	Sell	7,723 -368	-5%	-$13K	0.02%	62
2024 Q3	$279K	Sell	8,091 -1,545	-16%	-$51.4K	0.02%	60
2024 Q2	$300K	Sell	9,636 -64	-0.7%	-$2.01K	0.03%	57
2024 Q1	$317K	Sell	9,700 -1,397	-13%	-$43.7K	0.03%	56
2023 Q4	$357K	Sell	11,097 -605	-5%	-$17.6K	0.04%	47
2023 Q3	$330K	Sell	11,702 -333	-3%	-$9.78K	0.04%	45
2023 Q2	$346K	Buy	12,035 +1,318	+12%	+$36.7K	0.04%	43
2023 Q1	$306K	Buy	+10,717	New	+$321K	0.04%	41

Other funds holding DES

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ally Invest Advisors's DES Position: Q1 2026 in Review

Ally Invest Advisors increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 4.1% in Q1 2026, buying an estimated $13.8K and bringing the position to 9,761 shares worth $351K. The position accounts for 0.02% of the portfolio, ranked #63.

Ally Invest Advisors first reported a position in DES in Q1 2023 and has held it in 13 quarters since. The position peaked at $357K in Q4 2023. 350 funds tracked by Wall St. Rank hold DES as of Q1 2026.

Ally Invest Advisors held 9,761 shares of WisdomTree US SmallCap Dividend Fund worth $351K as of Q1 2026.
Ally Invest Advisors bought 383 WisdomTree US SmallCap Dividend Fund shares in Q1 2026, an estimated $13.8K.
WisdomTree US SmallCap Dividend Fund made up 0.02% of Ally Invest Advisors's portfolio in Q1 2026, its #63 holding.
Ally Invest Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2023 and has held it in 13 quarters since.
Ally Invest Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $357K in Q4 2023.
350 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2026.

Based on Ally Invest Advisors's 13F filing for Q1 2026, filed 12 May 2026.