Buckingham Strategic Wealth’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-7,208	Closed	-$513K	–	477
2019 Q4	$513K	Buy	7,208 +1,265	+21%	+$85.3K	0.05%	241
2019 Q3	$378K	Sell	5,943 -15,046	-72%	-$951K	0.04%	281
2019 Q2	$1.36M	Hold	20,989	–	–	0.15%	115
2019 Q1	$1.38M	Buy	20,989 +14,941	+247%	+$968K	0.17%	108
2018 Q4	$365K	Sell	6,048 -1,116	-16%	-$72.3K	0.06%	238
2018 Q3	$510K	Buy	7,164 +4,160	+138%	+$297K	0.08%	190
2018 Q2	$216K	Buy	3,004 +1	+0%	+$76	0.04%	331
2018 Q1	$230K	Sell	3,003 -668	-18%	-$52K	0.04%	272
2017 Q4	$282K	Sell	3,671 -673	-15%	-$50.4K	0.06%	247
2017 Q3	$321K	Buy	4,344 +431	+11%	+$31K	0.08%	217
2017 Q2	$272K	Buy	+3,913	New	+$268K	0.06%	231

Other funds holding DLS

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

Stevard LLC Chicago, Illinois $26.8M AUM 42.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return

Buckingham Strategic Wealth's DLS Position: Q1 2020 in Review

Buckingham Strategic Wealth sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q1 2020, closing a stake of 7,208 shares — an estimated $513K sold.

Buckingham Strategic Wealth first reported a position in DLS in Q2 2017 and held it in 11 quarters. The position peaked at $1.38M in Q1 2019. 183 funds tracked by Wall St. Rank hold DLS as of Q1 2020.

Buckingham Strategic Wealth reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
Buckingham Strategic Wealth sold 7,208 WisdomTree International SmallCap Dividend Fund shares in Q1 2020, an estimated $513K.
Buckingham Strategic Wealth first reported a position in WisdomTree International SmallCap Dividend Fund in Q2 2017 and held it in 11 quarters.
Buckingham Strategic Wealth's WisdomTree International SmallCap Dividend Fund position peaked at $1.38M in Q1 2019.
183 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q1 2020.

Based on Buckingham Strategic Wealth's 13F filing for Q1 2020, filed 7 May 2020.