Sargent Bickham Lagudis’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Sargent Bickham Lagudis’s Portfolio DEM Stock Details DEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$3.03K	Buy	85 +1	+1%	+$35	﹤0.01%	861
2022 Q3	$3K	Buy	84 +25	+42%	+$906	﹤0.01%	838
2022 Q2	$2K	Buy	59 +15	+34%	+$611	﹤0.01%	911
2022 Q1	$2K	Buy	44 +12	+38%	+$533	﹤0.01%	882
2021 Q4	$1K	Buy	32 +1	+3%	+$44	﹤0.01%	906
2021 Q3	$1K	Buy	31 +10	+48%	+$448	﹤0.01%	904
2021 Q2	$1K	Buy	21 +4	+24%	+$183	﹤0.01%	887
2021 Q1	$1K	Sell	17 -14	-45%	-$602	﹤0.01%	886
2020 Q4	$1K	Buy	31 +8	+35%	+$306	﹤0.01%	830
2020 Q3	$1K	Buy	23 +2	+10%	+$75	﹤0.01%	752
2020 Q2	$1K	Hold	21	–	–	﹤0.01%	741
2020 Q1	$1K	Buy	+21	New	+$851	﹤0.01%	736
2019 Q3	–	Sell	-110	Closed	-$5K	–	724
2019 Q2	$5K	Hold	110	–	–	﹤0.01%	659
2019 Q1	$5K	Hold	110	–	–	﹤0.01%	691
2018 Q4	$4K	Hold	110	–	–	﹤0.01%	677
2018 Q3	$5K	Hold	110	–	–	﹤0.01%	684
2018 Q2	$5K	Hold	110	–	–	﹤0.01%	663
2018 Q1	$5K	Hold	110	–	–	﹤0.01%	659
2017 Q4	$5K	Hold	110	–	–	﹤0.01%	683
2017 Q3	$5K	Hold	110	–	–	﹤0.01%	692
2017 Q2	$5K	Hold	110	–	–	﹤0.01%	652
2017 Q1	$4K	Sell	110 -80	-42%	-$3.19K	﹤0.01%	667
2016 Q4	$7K	Hold	190	–	–	﹤0.01%	602
2016 Q3	$7	Hold	190	–	–	﹤0.01%	616
2016 Q2	$7K	Hold	190	–	–	﹤0.01%	585
2016 Q1	$7K	Buy	+190	New	+$5.94K	﹤0.01%	601

Other funds holding DEM

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

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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 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

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sargent Bickham Lagudis's DEM Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 1.2% in Q4 2022, buying an estimated $35 and bringing the position to 85 shares worth $3.03K. The position accounts for ﹤0.01% of the portfolio, ranked #861.

Sargent Bickham Lagudis first reported a position in DEM in Q1 2016 and has held it in 26 quarters since. The position peaked at $7K in Q4 2016. 255 funds tracked by Wall St. Rank hold DEM as of Q4 2022.

Sargent Bickham Lagudis held 85 shares of WisdomTree Emerging Markets High Dividend Fund worth $3.03K as of Q4 2022.
Sargent Bickham Lagudis bought 1 WisdomTree Emerging Markets High Dividend Fund share in Q4 2022, an estimated $35.
WisdomTree Emerging Markets High Dividend Fund made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #861 holding.
Sargent Bickham Lagudis first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2016 and has held it in 26 quarters since.
Sargent Bickham Lagudis's WisdomTree Emerging Markets High Dividend Fund position peaked at $7K in Q4 2016.
255 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.