Sargent Bickham Lagudis’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-350	Closed	-$25K	–	967
2021 Q3	$25K	Hold	350	–	–	﹤0.01%	568
2021 Q2	$26K	Hold	350	–	–	﹤0.01%	565
2021 Q1	$24K	Buy	+350	New	+$23.7K	﹤0.01%	557

Other funds holding DFE

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

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

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Sargent Bickham Lagudis's DFE Position: Q4 2021 in Review

Sargent Bickham Lagudis sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q4 2021, closing a stake of 350 shares — an estimated $25K sold.

Sargent Bickham Lagudis first reported a position in DFE in Q1 2021 and held it in 3 quarters. The position peaked at $26K in Q2 2021. 86 funds tracked by Wall St. Rank hold DFE as of Q4 2021.

Sargent Bickham Lagudis reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q4 2021 after selling out during the quarter.
Sargent Bickham Lagudis sold 350 WisdomTree Europe SmallCap Dividend Fund shares in Q4 2021, an estimated $25K.
Sargent Bickham Lagudis first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q1 2021 and held it in 3 quarters.
Sargent Bickham Lagudis's WisdomTree Europe SmallCap Dividend Fund position peaked at $26K in Q2 2021.
86 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q4 2021.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2021, filed 18 Jan 2022.