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
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 $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Arkos Global Advisors's DES Position: Q1 2026 in Review

Arkos Global Advisors reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 0.07% in Q1 2026, selling an estimated $361 and leaving 13,947 shares worth $501K. The position accounts for 0.06% of the portfolio, ranked #73.

Arkos Global Advisors first reported a position in DES in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.91M in Q1 2023. 350 funds tracked by Wall St. Rank hold DES as of Q1 2026.

  • Arkos Global Advisors held 13,947 shares of WisdomTree US SmallCap Dividend Fund worth $501K as of Q1 2026.
  • Arkos Global Advisors sold 10 WisdomTree US SmallCap Dividend Fund shares in Q1 2026, an estimated $361.
  • WisdomTree US SmallCap Dividend Fund made up 0.06% of Arkos Global Advisors's portfolio in Q1 2026, its #73 holding.
  • Arkos Global Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2022 and has held it in 17 quarters since.
  • Arkos Global Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $1.91M in Q1 2023.
  • 350 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2026.

Based on Arkos Global Advisors's 13F filing for Q1 2026, filed 13 May 2026.