Buckingham Strategic Wealth’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-8,626	Closed	-$328K	–	478
2019 Q4	$328K	Buy	8,626 +62	+0.7%	+$2.29K	0.03%	337
2019 Q3	$311K	Buy	8,564 +29	+0.3%	+$1.04K	0.03%	320
2019 Q2	$309K	Buy	8,535 +3	+0%	+$108	0.03%	332
2019 Q1	$305K	Hold	8,532	–	–	0.04%	310
2018 Q4	$270K	Hold	8,532	–	–	0.04%	285
2018 Q3	$315K	Buy	+8,532	New	+$314K	0.05%	261

Other funds holding DON

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

SWM

SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Buckingham Strategic Wealth sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2020, closing a stake of 8,626 shares — an estimated $328K sold.

Buckingham Strategic Wealth first reported a position in DON in Q3 2018 and held it in 6 quarters. The position peaked at $328K in Q4 2019. 306 funds tracked by Wall St. Rank hold DON as of Q1 2020.

Buckingham Strategic Wealth reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
Buckingham Strategic Wealth sold 8,626 WisdomTree US MidCap Dividend Fund shares in Q1 2020, an estimated $328K.
Buckingham Strategic Wealth first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2018 and held it in 6 quarters.
Buckingham Strategic Wealth's WisdomTree US MidCap Dividend Fund position peaked at $328K in Q4 2019.
306 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2020.

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