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Dickmeyer Boyce Financial Management’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Dickmeyer Boyce Financial Management’s Portfolio DGRS Stock Details DGRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.42M Buy
43,241
+36
+0.1% +$2.13K 1.24% 24
2026
Q2 		$2.56M Buy
43,205
+890
+2% +$50.2K 1.33% 22
2026
Q1 		$2.24M Buy
+42,315
New +$2.27M 1.32% 22

Other funds holding DGRS

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

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

Dickmeyer Boyce Financial Management increased its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 0.08% in Q3 2026, buying an estimated $2.13K and bringing the position to 43,241 shares worth $2.42M. The position accounts for 1.24% of the portfolio, ranked #24.

Dickmeyer Boyce Financial Management first reported a position in DGRS in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.56M in Q2 2026. 5 funds tracked by Wall St. Rank hold DGRS as of Q3 2026.

  • Dickmeyer Boyce Financial Management held 43,241 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $2.42M as of Q3 2026.
  • Dickmeyer Boyce Financial Management bought 36 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q3 2026, an estimated $2.13K.
  • WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 1.24% of Dickmeyer Boyce Financial Management's portfolio in Q3 2026, its #24 holding.
  • Dickmeyer Boyce Financial Management first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q1 2026 and has held it in 3 quarters since.
  • Dickmeyer Boyce Financial Management's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $2.56M in Q2 2026.
  • 5 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q3 2026.

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