Sargent Bickham Lagudis’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$3.2K	Buy	80 +1	+1%	+$40	﹤0.01%	854
2022 Q3	$3K	Buy	79 +1	+1%	+$41	﹤0.01%	839
2022 Q2	$3K	Hold	78	–	–	﹤0.01%	857
2022 Q1	$3K	Buy	78 +1	+1%	+$45	﹤0.01%	842
2021 Q4	$4K	Hold	77	–	–	﹤0.01%	819
2021 Q3	$3K	Buy	77 +1	+1%	+$45	﹤0.01%	849
2021 Q2	$4K	Hold	76	–	–	﹤0.01%	818
2021 Q1	$3K	Hold	76	–	–	﹤0.01%	833
2020 Q4	$3K	Buy	76 +1	+1%	+$36	﹤0.01%	778
2020 Q3	$2K	Hold	75	–	–	﹤0.01%	725
2020 Q2	$2K	Buy	75 +1	+1%	+$28	﹤0.01%	707
2020 Q1	$2K	Buy	+74	New	+$2.46K	﹤0.01%	702
2019 Q4	–	Sell	-29	Closed	-$1K	–	849
2019 Q3	$1K	Hold	29	–	–	﹤0.01%	694
2019 Q2	$1K	Sell	29 -107	-79%	-$3.76K	﹤0.01%	730
2019 Q1	$5K	Sell	136 -1,173	-90%	-$40.7K	﹤0.01%	692
2018 Q4	$41K	Sell	1,309 -58,070	-98%	-$2M	0.01%	389
2018 Q3	$2.24M	Buy	59,379 +8,139	+16%	+$308K	0.27%	80
2018 Q2	$1.88M	Sell	51,240 -2,524	-5%	-$90.3K	0.23%	88
2018 Q1	$1.85M	Sell	53,764 -5,129	-9%	-$181K	0.23%	87
2017 Q4	$2.1M	Sell	58,893 -2,485	-4%	-$87K	0.25%	87
2017 Q3	$2.12M	Buy	61,378 +6,882	+13%	+$226K	0.26%	86
2017 Q2	$1.81M	Buy	54,496 +2,832	+5%	+$93.8K	0.23%	95
2017 Q1	$1.71M	Buy	+51,664	New	+$1.73M	0.22%	97

Other funds holding DGRS

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

LCM

LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return

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

Sargent Bickham Lagudis increased its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 1.3% in Q4 2022, buying an estimated $40 and bringing the position to 80 shares worth $3.2K. The position accounts for ﹤0.01% of the portfolio, ranked #854.

Sargent Bickham Lagudis first reported a position in DGRS in Q1 2017 and has held it in 23 quarters since. The position peaked at $2.24M in Q3 2018. 82 funds tracked by Wall St. Rank hold DGRS as of Q4 2022.

Sargent Bickham Lagudis held 80 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $3.2K as of Q4 2022.
Sargent Bickham Lagudis bought 1 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund share in Q4 2022, an estimated $40.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #854 holding.
Sargent Bickham Lagudis first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q1 2017 and has held it in 23 quarters since.
Sargent Bickham Lagudis's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $2.24M in Q3 2018.
82 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q4 2022.

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