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 Q2	$1.82M	Buy	44,821 +1,591	+4%	+$61.3K	0.03%	569
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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Arkadios Wealth Advisors's DES Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 3.7% in Q2 2026, buying an estimated $61.3K and bringing the position to 44,821 shares worth $1.82M. The position accounts for 0.03% of the portfolio, ranked #569.

Arkadios Wealth Advisors first reported a position in DES in Q4 2020 and has held it in 8 quarters since. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Arkadios Wealth Advisors held 44,821 shares of WisdomTree US SmallCap Dividend Fund worth $1.82M as of Q2 2026.
Arkadios Wealth Advisors bought 1,591 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $61.3K.
WisdomTree US SmallCap Dividend Fund made up 0.03% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #569 holding.
Arkadios Wealth Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2020 and has held it in 8 quarters since.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.