Arkadios Wealth Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Arkadios Wealth 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	$1.55M	Buy	43,230 +36,602	+552%	+$1.32M	0.03%	616
2025 Q4	$222K	Buy	6,628 +449	+7%	+$15K	﹤0.01%	1399
2025 Q3	$208K	Buy	+6,179	New	+$205K	0.01%	1349
2021 Q4	–	Sell	-2,677	Closed	-$82K	–	849
2021 Q3	$82K	Buy	2,677 +143	+6%	+$4.49K	0.01%	737
2021 Q2	$80K	Buy	2,534 +2,051	+425%	+$66.3K	0.01%	792
2021 Q1	$15K	Buy	483 +1	+0.2%	+$30	﹤0.01%	1055
2020 Q4	$12K	Buy	+482	New	+$11.7K	﹤0.01%	906

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 $29.2B AUM 22.81% 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

Arkadios Wealth Advisors's DES Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 552% in Q1 2026, buying an estimated $1.32M and bringing the position to 43,230 shares worth $1.55M. The position accounts for 0.03% of the portfolio, ranked #616.

Arkadios Wealth Advisors first reported a position in DES in Q4 2020 and has held it in 7 quarters since. 350 funds tracked by Wall St. Rank hold DES as of Q1 2026.

Arkadios Wealth Advisors held 43,230 shares of WisdomTree US SmallCap Dividend Fund worth $1.55M as of Q1 2026.
Arkadios Wealth Advisors bought 36,602 WisdomTree US SmallCap Dividend Fund shares in Q1 2026, an estimated $1.32M.
WisdomTree US SmallCap Dividend Fund made up 0.03% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #616 holding.
Arkadios Wealth Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2020 and has held it in 7 quarters since.
350 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.