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WisdomTree SmallCap Dividend Fund shares owned by Dickmeyer Boyce Financial Management

Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Dickmeyer Boyce Financial Management from 13F filings

Historical chart of Dickmeyer Boyce Financial Management investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Dividend Fund held by Dickmeyer Boyce Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Dickmeyer Boyce Financial Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.7M 74k 35.94

More positions owned by Dickmeyer Boyce Financial Management

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Rus Mid Cap Etf (IWR)
Wisdomtree Tr Us Midcap Divid (DON)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Johnson & Johnson (JNJ)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Index Fds Value Etf (VTV)
Abbvie (ABBV)
JPMorgan Chase & Co. (JPM)
Verizon Communications (VZ)
Wisdomtree Tr Us Largecap Divd (DLN)

View all positions for Dickmeyer Boyce Financial Management

Top funds holding WisdomTree SmallCap Dividend Fund

Morgan Stanley
Bank of America Corporation
LPL Financial
UBS Group
Creative Planning
M^T Bank Corporation
Mercer Global Advisors
Wells Fargo & Company
Raymond James Financial
Keybank National Association
Huntington National Bank
Royal Bank of Canada
Jones Financial Companies, L.L
Ameriprise Financial
ValMark Advisers

View all funds holding WisdomTree SmallCap Dividend Fund