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Dickmeyer Boyce Financial Management’s WisdomTree US High Dividend Fund DHS Stock Holding History

Dickmeyer Boyce Financial Management’s Portfolio DHS Stock Details DHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.75M Buy
15,664
+668
+4% +$78K 0.9% 27
2026
Q2 		$1.7M Buy
14,996
+2,323
+18% +$259K 0.88% 28
2026
Q1 		$1.38M Buy
+12,673
New +$1.38M 0.81% 31

Other funds holding DHS

AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

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

Dickmeyer Boyce Financial Management increased its WisdomTree US High Dividend Fund (DHS) stake by 4.5% in Q3 2026, buying an estimated $78K and bringing the position to 15,664 shares worth $1.75M. The position accounts for 0.9% of the portfolio, ranked #27.

Dickmeyer Boyce Financial Management first reported a position in DHS in Q1 2026 and has held it in 3 quarters since. 8 funds tracked by Wall St. Rank hold DHS as of Q3 2026.

  • Dickmeyer Boyce Financial Management held 15,664 shares of WisdomTree US High Dividend Fund worth $1.75M as of Q3 2026.
  • Dickmeyer Boyce Financial Management bought 668 WisdomTree US High Dividend Fund shares in Q3 2026, an estimated $78K.
  • WisdomTree US High Dividend Fund made up 0.9% of Dickmeyer Boyce Financial Management's portfolio in Q3 2026, its #27 holding.
  • Dickmeyer Boyce Financial Management first reported a position in WisdomTree US High Dividend Fund in Q1 2026 and has held it in 3 quarters since.
  • 8 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2026.

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