Sargent Bickham Lagudis’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-1,265	Closed	-$23K	–	775
2020 Q1	$23K	Sell	1,265 -1,070	-46%	-$26.5K	﹤0.01%	440
2019 Q4	$67K	Hold	2,335	–	–	0.01%	332
2019 Q3	$64K	Hold	2,335	–	–	0.01%	312
2019 Q2	$63K	Hold	2,335	–	–	0.01%	333
2019 Q1	$64K	Sell	2,335 -1,277	-35%	-$34.9K	0.01%	337
2018 Q4	$89K	Hold	3,612	–	–	0.01%	286
2018 Q3	$107K	Hold	3,612	–	–	0.01%	265
2018 Q2	$107K	Hold	3,612	–	–	0.01%	267
2018 Q1	$99K	Hold	3,612	–	–	0.01%	270
2017 Q4	$105K	Hold	3,612	–	–	0.01%	273
2017 Q3	$101K	Hold	3,612	–	–	0.01%	283
2017 Q2	$97K	Hold	3,612	–	–	0.01%	274
2017 Q1	$97K	Hold	3,612	–	–	0.01%	277
2016 Q4	$100K	Hold	3,612	–	–	0.02%	260
2016 Q3	$91	Buy	3,612 +1,800	+99%	+$44.7K	0.01%	274
2016 Q2	$43K	Hold	1,812	–	–	0.01%	359
2016 Q1	$42K	Buy	+1,812	New	+$37.8K	0.01%	385

Other funds holding DES

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Sargent Bickham Lagudis's DES Position: Q2 2020 in Review

Sargent Bickham Lagudis sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2020, closing a stake of 1,265 shares — an estimated $23K sold.

Sargent Bickham Lagudis first reported a position in DES in Q1 2016 and held it in 17 quarters. The position peaked at $107K in Q3 2018. 242 funds tracked by Wall St. Rank hold DES as of Q2 2020.

Sargent Bickham Lagudis reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2020 after selling out during the quarter.
Sargent Bickham Lagudis sold 1,265 WisdomTree US SmallCap Dividend Fund shares in Q2 2020, an estimated $23K.
Sargent Bickham Lagudis first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2016 and held it in 17 quarters.
Sargent Bickham Lagudis's WisdomTree US SmallCap Dividend Fund position peaked at $107K in Q3 2018.
242 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2020.

Based on Sargent Bickham Lagudis's 13F filing for Q2 2020, filed 7 Sep 2021.