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Buckingham Strategic Wealth’s WisdomTree US High Dividend Fund DHS Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		– Sell
-2,352
Closed -$204K – 817
2024
Q1 		$204K Buy
+2,352
New +$194K ﹤0.01% 706
2023
Q2 		– Sell
-3,020
Closed -$260K – 704
2023
Q1 		$260K Hold
3,020
– – ﹤0.01% 509
2022
Q4 		$260K Buy
+3,020
New +$256K ﹤0.01% 511

Other funds holding DHS

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $240M AUM 12.17% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Buckingham Strategic Wealth sold out of WisdomTree US High Dividend Fund (DHS) in Q2 2024, closing a stake of 2,352 shares — an estimated $204K sold.

Buckingham Strategic Wealth first reported a position in DHS in Q4 2022 and held it in 3 quarters. The position peaked at $260K in Q1 2023. 203 funds tracked by Wall St. Rank hold DHS as of Q2 2024.

  • Buckingham Strategic Wealth reported no remaining WisdomTree US High Dividend Fund position as of Q2 2024 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 2,352 WisdomTree US High Dividend Fund shares in Q2 2024, an estimated $204K.
  • Buckingham Strategic Wealth first reported a position in WisdomTree US High Dividend Fund in Q4 2022 and held it in 3 quarters.
  • Buckingham Strategic Wealth's WisdomTree US High Dividend Fund position peaked at $260K in Q1 2023.
  • 203 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2024.

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