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WisdomTree SmallCap Dividend Fund shares owned by Arkadios Wealth Advisors

Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Arkadios Wealth Advisors from 13F filings

Historical chart of Arkadios Wealth Advisors investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Dividend Fund held by Arkadios Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Arkadios Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.6M 43k 35.94
2025-12-31 $222k 6.6k 33.44
2025-09-30 $208k 6.2k 33.67
2021-09-30 $82k 2.7k 30.63
2021-06-30 $80k 2.5k 31.57
2021-03-31 $15k 483 31.06
2020-12-31 $12k 482 24.90

More positions owned by Arkadios Wealth Advisors

Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Ishares Core S&p 500 Etf Etf (IVV)
State Street Spdr S&p 500 Etf Etf (SPY)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Angel Oak Income Etf Etf (CARY)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Invesco Qqq Trust Series I Etf (QQQ)
Jpmorgan Chase & Co Stock (JPM)
Ishares S&p 500 Growth Etf Etf (IVW)
Fidelity Total Bond Etf Etf (FBND)
Jpmorgan Income Etf Etf (JPIE)
Vanguard Total Stock Market Etf Etf (VTI)
Ab Short Duration High Yield Etf Etf (SYFI)

View all positions for Arkadios Wealth Advisors

Top funds holding WisdomTree SmallCap Dividend Fund

Morgan Stanley
Bank of America Corporation
LPL Financial
UBS Group
Creative Planning
M^T Bank Corporation
Mercer Global Advisors
Wells Fargo & Company
Raymond James Financial
Keybank National Association
Huntington National Bank
Royal Bank of Canada
Jones Financial Companies, L.L
Ameriprise Financial
ValMark Advisers

View all funds holding WisdomTree SmallCap Dividend Fund