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Buckingham Strategic Wealth’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$566K Buy
18,174
+62
+0.3% +$1.95K 0.01% 439
2024
Q1 		$592K Sell
18,112
-2,935
-14% -$91.8K 0.01% 427
2023
Q4 		$677K Buy
21,047
+189
+0.9% +$5.49K 0.01% 387
2023
Q3 		$588K Hold
20,858
– – 0.01% 388
2023
Q2 		$601K Buy
20,858
+6,879
+49% +$192K 0.01% 383
2023
Q1 		$398K Hold
13,979
– – 0.01% 431
2022
Q4 		$398K Hold
13,979
– – 0.01% 433
2022
Q3 		$360K Hold
13,979
– – 0.01% 432
2022
Q2 		$394K Hold
13,979
– – 0.01% 419
2022
Q1 		$446K Buy
13,979
+225
+2% +$7.18K 0.01% 388
2021
Q4 		$452K Hold
13,754
– – 0.01% 386
2021
Q3 		$424K Buy
13,754
+6,318
+85% +$198K 0.01% 391
2021
Q2 		$237K Hold
7,436
– – 0.01% 521
2021
Q1 		$232K Buy
+7,436
New +$219K 0.01% 484
2020
Q2 		– Sell
-10,436
Closed -$188K – 421
2020
Q1 		$188K Sell
10,436
-11,898
-53% -$294K 0.02% 429
2019
Q4 		$641K Buy
22,334
+89
+0.4% +$2.48K 0.06% 209
2019
Q3 		$609K Buy
22,245
+395
+2% +$10.5K 0.07% 204
2019
Q2 		$592K Buy
21,850
+7
+0% +$191 0.06% 217
2019
Q1 		$602K Hold
21,843
– – 0.08% 191
2018
Q4 		$536K Hold
21,843
– – 0.08% 174
2018
Q3 		$649K Buy
21,843
+8,679
+66% +$261K 0.1% 153
2018
Q2 		$390K Buy
+13,164
New +$380K 0.06% 222
2018
Q1 		– Sell
-7,443
Closed -$216K – 320
2017
Q4 		$216K Buy
+7,443
New +$212K 0.05% 287
2016
Q3 		– Sell
-10,164
Closed -$243K – 232
2016
Q2 		$243K Buy
+10,164
New +$236K 0.08% 186

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Buckingham Strategic Wealth's DES Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 0.34% in Q2 2024, buying an estimated $1.95K and bringing the position to 18,174 shares worth $566K. The position accounts for 0.01% of the portfolio, ranked #439.

Buckingham Strategic Wealth first reported a position in DES in Q2 2016 and has held it in 24 quarters since. The position peaked at $677K in Q4 2023. 324 funds tracked by Wall St. Rank hold DES as of Q2 2024.

  • Buckingham Strategic Wealth held 18,174 shares of WisdomTree US SmallCap Dividend Fund worth $566K as of Q2 2024.
  • Buckingham Strategic Wealth bought 62 WisdomTree US SmallCap Dividend Fund shares in Q2 2024, an estimated $1.95K.
  • WisdomTree US SmallCap Dividend Fund made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #439 holding.
  • Buckingham Strategic Wealth first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2016 and has held it in 24 quarters since.
  • Buckingham Strategic Wealth's WisdomTree US SmallCap Dividend Fund position peaked at $677K in Q4 2023.
  • 324 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.