Buckingham Strategic Wealth’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Buckingham Strategic Wealth’s Portfolio DLN Stock Details DLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	$360K	Hold	4,946	–	–	﹤0.01%	545
2024 Q1	$357K	Sell	4,946 -2,950	-37%	-$213K	﹤0.01%	543
2023 Q4	$524K	Buy	7,896 +1,435	+22%	+$95.3K	0.01%	429
2023 Q3	$397K	Sell	6,461 -442	-6%	-$27.2K	0.01%	470
2023 Q2	$439K	Buy	6,903 +2,006	+41%	+$128K	0.01%	451
2023 Q1	$303K	Hold	4,897	–	–	0.01%	480
2022 Q4	$303K	Hold	4,897	–	–	0.01%	482
2022 Q3	$271K	Hold	4,897	–	–	0.01%	492
2022 Q2	$289K	Hold	4,897	–	–	0.01%	472
2022 Q1	$322K	Hold	4,897	–	–	0.01%	451
2021 Q4	$323K	Sell	4,897 -1,363	-22%	-$89.9K	0.01%	459
2021 Q3	$373K	Sell	6,260 -560	-8%	-$33.4K	0.01%	416
2021 Q2	$410K	Hold	6,820	–	–	0.01%	404
2021 Q1	$391K	Sell	6,820 -250	-4%	-$14.3K	0.02%	382
2020 Q4	$380K	Buy	7,070 +250	+4%	+$13.4K	0.02%	370
2020 Q3	$331K	Sell	6,820 -598	-8%	-$29K	0.03%	343
2020 Q2	$344K	Buy	7,418 +364	+5%	+$16.9K	0.03%	286
2020 Q1	$285K	Hold	7,054	–	–	0.03%	350
2019 Q4	$374K	Hold	7,054	–	–	0.04%	303
2019 Q3	$349K	Sell	7,054 -500	-7%	-$24.7K	0.04%	294
2019 Q2	$366K	Sell	7,554 -800	-10%	-$38.8K	0.04%	295
2019 Q1	$394K	Buy	8,354 +1,600	+24%	+$75.5K	0.05%	269
2018 Q4	$285K	Hold	6,754	–	–	0.04%	278
2018 Q3	$322K	Hold	6,754	–	–	0.05%	257
2018 Q2	$303K	Hold	6,754	–	–	0.05%	259
2018 Q1	$299K	Hold	6,754	–	–	0.06%	244
2017 Q4	$311K	Hold	6,754	–	–	0.06%	235
2017 Q3	$293K	Hold	6,754	–	–	0.07%	229
2017 Q2	$284K	Hold	6,754	–	–	0.07%	225
2017 Q1	$280K	Sell	6,754 -940	-12%	-$39K	0.08%	197
2016 Q4	$307K	Sell	7,694 -506	-6%	-$20.2K	0.1%	160
2016 Q3	$316K	Hold	8,200	–	–	0.11%	149
2016 Q2	$311K	Hold	8,200	–	–	0.11%	152
2016 Q1	$301K	Buy	+8,200	New	+$301K	0.1%	148
2015 Q2	–	Sell	-6,100	Closed	-$224K	–	229
2015 Q1	$224K	Buy	+6,100	New	+$224K	0.08%	188