Gallagher Benefit Services’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Gallagher Benefit Services’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
2022 Q4	$445K	Buy	+15,653	New	+$450K	0.09%	119

Other funds holding DES

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Gallagher Benefit Services's DES Position: Q4 2022 in Review

Gallagher Benefit Services opened a new position in WisdomTree US SmallCap Dividend Fund (DES) in Q4 2022: 15,653 shares worth $445K. The stake represents 0.09% of the portfolio and ranks #119 among its holdings.

296 funds tracked by Wall St. Rank hold DES as of Q4 2022.

Gallagher Benefit Services held 15,653 shares of WisdomTree US SmallCap Dividend Fund worth $445K as of Q4 2022.
WisdomTree US SmallCap Dividend Fund was a new Gallagher Benefit Services position in Q4 2022.
WisdomTree US SmallCap Dividend Fund made up 0.09% of Gallagher Benefit Services's portfolio in Q4 2022, its #119 holding.
296 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2022.

Based on Gallagher Benefit Services's 13F filing for Q4 2022, filed 27 Feb 2023.