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Wisdomtree Us Smallcap Dividen mf shares owned by Arkadios Wealth Advisors

Quarter-by-quarter ownership of Wisdomtree Us Smallcap Dividen mf (DGRS) shares owned by Arkadios Wealth Advisors from 13F filings

Historical chart of Arkadios Wealth Advisors investment in Wisdomtree Us Smallcap Dividen mf

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Us Smallcap Dividen mf 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 Us Smallcap Dividen mf by Arkadios Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $347k 7.0k 49.62
2025-09-30 $361k 7.2k 49.97
2025-06-30 $287k 6.2k 46.55
2025-03-31 $273k 5.9k 46.52
2021-09-30 $28k 637 43.96
2021-06-30 $29k 633 45.81
2021-03-31 $29k 630 46.03
2020-12-31 $24k 626 38.34
2020-03-31 $10k 413 25.13
2019-12-31 $15k 412 37.32