DBFM
DES icon

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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Dickmeyer Boyce Financial Management's DES Position: Q2 2026 in Review

Dickmeyer Boyce Financial Management increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 1.7% in Q2 2026, buying an estimated $47.7K and bringing the position to 75,255 shares worth $3.06M. The position accounts for 1.59% of the portfolio, ranked #19.

Dickmeyer Boyce Financial Management first reported a position in DES in Q1 2026 and has held it in 2 quarters since. 368 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • Dickmeyer Boyce Financial Management held 75,255 shares of WisdomTree US SmallCap Dividend Fund worth $3.06M as of Q2 2026.
  • Dickmeyer Boyce Financial Management bought 1,239 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $47.7K.
  • WisdomTree US SmallCap Dividend Fund made up 1.59% of Dickmeyer Boyce Financial Management's portfolio in Q2 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 2 quarters since.
  • 368 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.