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Buckingham Capital Management (Ohio)’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Buckingham Capital Management (Ohio)’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
2024
Q4 		$2.87M Sell
83,495
-3,543
-4% -$125K 0.33% 55
2024
Q3 		$3M Sell
87,038
-2,791
-3% -$92.8K 0.34% 53
2024
Q2 		$2.8M Sell
89,829
-10,741
-11% -$337K 0.33% 53
2024
Q1 		$3.29M Sell
100,570
-20,307
-17% -$635K 0.4% 52
2023
Q4 		$3.89M Sell
120,877
-21,428
-15% -$622K 0.52% 50
2023
Q3 		$4.01M Sell
142,305
-5,225
-4% -$153K 0.61% 46
2023
Q2 		$4.25M Buy
147,530
+1,838
+1% +$51.2K 0.63% 46
2023
Q1 		$4.16M Buy
145,692
+1,722
+1% +$51.5K 0.67% 45
2022
Q4 		$4.09M Buy
143,970
+118,572
+467% +$3.41M 0.71% 47
2022
Q3 		$654K Buy
25,398
+1,818
+8% +$52.7K 0.13% 79
2022
Q2 		$665K Buy
23,580
+1,074
+5% +$32.2K 0.12% 78
2022
Q1 		$717K Buy
22,506
+789
+4% +$25.2K 0.12% 78
2021
Q4 		$714K Sell
21,717
-85
-0.4% -$2.75K 0.11% 83
2021
Q3 		$672K Sell
21,802
-656
-3% -$20.6K 0.11% 84
2021
Q2 		$716K Buy
22,458
+847
+4% +$27.4K 0.12% 87
2021
Q1 		$673K Buy
21,611
+2,348
+12% +$69.3K 0.11% 87
2020
Q4 		$512K Buy
19,263
+1,434
+8% +$34.8K 0.09% 94
2020
Q3 		$376K Sell
17,829
-3,085
-15% -$67.2K 0.07% 99
2020
Q2 		$443K Buy
20,914
+281
+1% +$5.58K 0.1% 100
2020
Q1 		$372K Buy
20,633
+12,614
+157% +$312K 0.09% 105
2019
Q4 		$230K Buy
8,019
+192
+2% +$5.35K 0.04% 122
2019
Q3 		$214K Buy
+7,827
New +$209K 0.04% 124

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Buckingham Capital Management (Ohio)'s DES Position: Q4 2024 in Review

Buckingham Capital Management (Ohio) reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 4.1% in Q4 2024, selling an estimated $125K and leaving 83,495 shares worth $2.87M. The position accounts for 0.33% of the portfolio, ranked #55.

Buckingham Capital Management (Ohio) first reported a position in DES in Q3 2019 and has held it in 22 quarters since. The position peaked at $4.25M in Q2 2023. 332 funds tracked by Wall St. Rank hold DES as of Q4 2024.

  • Buckingham Capital Management (Ohio) held 83,495 shares of WisdomTree US SmallCap Dividend Fund worth $2.87M as of Q4 2024.
  • Buckingham Capital Management (Ohio) sold 3,543 WisdomTree US SmallCap Dividend Fund shares in Q4 2024, an estimated $125K.
  • WisdomTree US SmallCap Dividend Fund made up 0.33% of Buckingham Capital Management (Ohio)'s portfolio in Q4 2024, its #55 holding.
  • Buckingham Capital Management (Ohio) first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2019 and has held it in 22 quarters since.
  • Buckingham Capital Management (Ohio)'s WisdomTree US SmallCap Dividend Fund position peaked at $4.25M in Q2 2023.
  • 332 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2024.

Based on Buckingham Capital Management (Ohio)'s 13F filing for Q4 2024, filed 31 Jan 2025.