AGA
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Arkos Global Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Arkos Global 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 		$565K Sell
13,884
-63
-0.5% -$2.43K 0.07% 71
2026
Q1 		$501K Sell
13,947
-10
-0.1% -$361 0.06% 73
2025
Q4 		$467K Sell
13,957
-136
-1% -$4.54K 0.06% 76
2025
Q3 		$475K Sell
14,093
-26
-0.2% -$864 0.06% 91
2025
Q2 		$448K Buy
14,119
+96
+0.7% +$2.96K 0.06% 81
2025
Q1 		$448K Sell
14,023
-290
-2% -$9.75K 0.07% 70
2024
Q4 		$492K Sell
14,313
-314
-2% -$11.1K 0.07% 70
2024
Q3 		$504K Sell
14,627
-587
-4% -$19.5K 0.07% 66
2024
Q2 		$474K Sell
15,214
-982
-6% -$30.9K 0.08% 71
2024
Q1 		$529K Buy
16,196
+238
+1% +$7.45K 0.09% 68
2023
Q4 		$513K Sell
15,958
-1,017
-6% -$29.5K 0.09% 56
2023
Q3 		$479K Buy
16,975
+3,630
+27% +$107K 0.1% 50
2023
Q2 		$384K Sell
13,345
-53,597
-80% -$1.49M 0.07% 61
2023
Q1 		$1.91M Buy
66,942
+27,085
+68% +$811K 0.39% 31
2022
Q4 		$1.13M Buy
39,857
+20,921
+110% +$601K 0.29% 32
2022
Q3 		$487K Buy
18,936
+2,386
+14% +$69.1K 0.15% 40
2022
Q2 		$467K Buy
16,550
+5,981
+57% +$179K 0.13% 44
2022
Q1 		$337K Buy
+10,569
New +$338K 0.09% 64

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Arkos Global Advisors's DES Position: Q2 2026 in Review

Arkos Global Advisors reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 0.45% in Q2 2026, selling an estimated $2.43K and leaving 13,884 shares worth $565K. The position accounts for 0.07% of the portfolio, ranked #71.

Arkos Global Advisors first reported a position in DES in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.91M in Q1 2023. 370 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • Arkos Global Advisors held 13,884 shares of WisdomTree US SmallCap Dividend Fund worth $565K as of Q2 2026.
  • Arkos Global Advisors sold 63 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $2.43K.
  • WisdomTree US SmallCap Dividend Fund made up 0.07% of Arkos Global Advisors's portfolio in Q2 2026, its #71 holding.
  • Arkos Global Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2022 and has held it in 18 quarters since.
  • Arkos Global Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $1.91M in Q1 2023.
  • 370 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Arkos Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.