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Dickmeyer Boyce Financial Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Dickmeyer Boyce Financial Management’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
Q3 		$2.96M Buy
78,200
+2,945
+4% +$119K 1.52% 19
2026
Q2 		$3.06M Buy
75,255
+1,239
+2% +$47.7K 1.59% 19
2026
Q1 		$2.66M Buy
+74,016
New +$2.67M 1.57% 16

Other funds holding DES

LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Dickmeyer Boyce Financial Management's DES Position: Q3 2026 in Review

Dickmeyer Boyce Financial Management increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 3.9% in Q3 2026, buying an estimated $119K and bringing the position to 78,200 shares worth $2.96M. The position accounts for 1.52% of the portfolio, ranked #19.

Dickmeyer Boyce Financial Management first reported a position in DES in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.06M in Q2 2026. 11 funds tracked by Wall St. Rank hold DES as of Q3 2026.

  • Dickmeyer Boyce Financial Management held 78,200 shares of WisdomTree US SmallCap Dividend Fund worth $2.96M as of Q3 2026.
  • Dickmeyer Boyce Financial Management bought 2,945 WisdomTree US SmallCap Dividend Fund shares in Q3 2026, an estimated $119K.
  • WisdomTree US SmallCap Dividend Fund made up 1.52% of Dickmeyer Boyce Financial Management's portfolio in Q3 2026, its #19 holding.
  • Dickmeyer Boyce Financial Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2026 and has held it in 3 quarters since.
  • Dickmeyer Boyce Financial Management's WisdomTree US SmallCap Dividend Fund position peaked at $3.06M in Q2 2026.
  • 11 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q3 2026, filed 8 Oct 2026.