Buckingham Strategic Wealth’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $360K | Hold |
4,946
| – | – | ﹤0.01% | 545 |
|
|
2024
Q1 | $357K | Sell |
4,946
-2,950
| -37% | -$203K | ﹤0.01% | 543 |
|
|
2023
Q4 | $524K | Buy |
7,896
+1,435
| +22% | +$90.2K | 0.01% | 429 |
|
|
2023
Q3 | $397K | Sell |
6,461
-442
| -6% | -$28.2K | 0.01% | 470 |
|
|
2023
Q2 | $439K | Buy |
6,903
+2,006
| +41% | +$124K | 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% | -$86.2K | 0.01% | 459 |
|
|
2021
Q3 | $373K | Sell |
6,260
-560
| -8% | -$34.5K | 0.01% | 416 |
|
|
2021
Q2 | $410K | Hold |
6,820
| – | – | 0.01% | 404 |
|
|
2021
Q1 | $391K | Sell |
6,820
-250
| -4% | -$13.7K | 0.02% | 382 |
|
|
2020
Q4 | $380K | Buy |
7,070
+250
| +4% | +$12.8K | 0.02% | 370 |
|
|
2020
Q3 | $331K | Sell |
6,820
-598
| -8% | -$29K | 0.03% | 343 |
|
|
2020
Q2 | $344K | Buy |
7,418
+364
| +5% | +$16.4K | 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% | -$24.4K | 0.04% | 294 |
|
|
2019
Q2 | $366K | Sell |
7,554
-800
| -10% | -$38.2K | 0.04% | 295 |
|
|
2019
Q1 | $394K | Buy |
8,354
+1,600
| +24% | +$72.8K | 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% | -$38.5K | 0.08% | 197 |
|
|
2016
Q4 | $307K | Sell |
7,694
-506
| -6% | -$19.6K | 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 | +$285K | 0.1% | 148 |
|
|
2015
Q2 | – | Sell |
-6,100
| Closed | -$224K | – | 229 |
|
|
2015
Q1 | $224K | Buy |
+6,100
| New | +$225K | 0.08% | 188 |
|
Other funds holding DLN
EWM
GVAG
Buckingham Strategic Wealth's DLN Position: Q2 2024 in Review
Buckingham Strategic Wealth held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2024 at 4,946 shares worth $360K. The position accounts for ﹤0.01% of the portfolio, ranked #545.
Buckingham Strategic Wealth first reported a position in DLN in Q1 2015 and has held it in 35 quarters since. The position peaked at $524K in Q4 2023. 365 funds tracked by Wall St. Rank hold DLN as of Q2 2024.
- Buckingham Strategic Wealth held 4,946 shares of WisdomTree US LargeCap Dividend Fund worth $360K as of Q2 2024.
- Buckingham Strategic Wealth left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2024.
- WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #545 holding.
- Buckingham Strategic Wealth first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2015 and has held it in 35 quarters since.
- Buckingham Strategic Wealth's WisdomTree US LargeCap Dividend Fund position peaked at $524K in Q4 2023.
- 365 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2024.
Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.