Arkos Global Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $448K | Buy |
14,119
+96
| +0.7% | +$3.05K | 0.06% | 81 |
|
|
2025
Q1 | $448K | Sell |
14,023
-290
| -2% | -$9.27K | 0.07% | 70 |
|
|
2024
Q4 | $492K | Sell |
14,313
-314
| -2% | -$10.8K | 0.07% | 68 |
|
|
2024
Q3 | $504K | Sell |
14,627
-587
| -4% | -$20.2K | 0.07% | 66 |
|
|
2024
Q2 | $474K | Sell |
15,214
-982
| -6% | -$30.6K | 0.08% | 71 |
|
|
2024
Q1 | $529K | Buy |
16,196
+238
| +1% | +$7.77K | 0.09% | 68 |
|
|
2023
Q4 | $513K | Sell |
15,958
-1,017
| -6% | -$32.7K | 0.09% | 56 |
|
|
2023
Q3 | $479K | Buy |
16,975
+3,630
| +27% | +$102K | 0.1% | 50 |
|
|
2023
Q2 | $384K | Sell |
13,345
-53,597
| -80% | -$1.54M | 0.07% | 61 |
|
|
2023
Q1 | $1.91M | Buy |
66,942
+27,085
| +68% | +$774K | 0.39% | 31 |
|
|
2022
Q4 | $1.13M | Buy |
39,857
+20,921
| +110% | +$595K | 0.29% | 32 |
|
|
2022
Q3 | $487K | Buy |
18,936
+2,386
| +14% | +$61.4K | 0.15% | 40 |
|
|
2022
Q2 | $467K | Buy |
16,550
+5,981
| +57% | +$169K | 0.13% | 44 |
|
|
2022
Q1 | $337K | Buy |
+10,569
| New | +$337K | 0.09% | 64 |
|