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

Arkadios Wealth Advisors’s Portfolio DES Stock Details DES Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$208K	Buy
2021 Q4	–	Sell
2021 Q3	$82K	Buy
2021 Q2	$80K	Buy
2021 Q1	$15K	Buy
2020 Q4	$12K	Buy