Buckingham Strategic Wealth’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $566K | Buy |
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|
2024
Q1 | $592K | Sell |
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|
2023
Q4 | $677K | Buy |
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|
2023
Q3 | $588K | Hold |
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|
2023
Q2 | $601K | Buy |
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|
2023
Q1 | $398K | Hold |
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|
2022
Q4 | $398K | Hold |
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|
2022
Q3 | $360K | Hold |
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|
2022
Q2 | $394K | Hold |
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|
2022
Q1 | $446K | Buy |
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|
2021
Q4 | $452K | Hold |
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|
2021
Q3 | $424K | Buy |
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|
2021
Q2 | $237K | Hold |
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|
2021
Q1 | $232K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $188K | Sell |
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|
2019
Q4 | $641K | Buy |
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|
2019
Q3 | $609K | Buy |
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|
2019
Q2 | $592K | Buy |
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|
2019
Q1 | $602K | Hold |
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|
2018
Q4 | $536K | Hold |
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|
2018
Q3 | $649K | Buy |
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|
2018
Q2 | $390K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $216K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $243K | Buy |
|