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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$73.6K	Hold	1,220	–	–	0.01%	377
2022 Q3	$66K	Hold	1,220	–	–	0.01%	369
2022 Q2	$70K	Hold	1,220	–	–	0.01%	367
2022 Q1	$78K	Hold	1,220	–	–	0.01%	372
2021 Q4	$80K	Hold	1,220	–	–	0.01%	370
2021 Q3	$72K	Hold	1,220	–	–	0.01%	380
2021 Q2	$73K	Hold	1,220	–	–	0.01%	385
2021 Q1	$70K	Hold	1,220	–	–	0.01%	383
2020 Q4	$66K	Buy	+1,220	New	+$63.2K	0.01%	382

Other funds holding DGRW

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Hamilton Capital Columbus, Ohio $1.93B AUM

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

Sargent Bickham Lagudis held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q4 2022 at 1,220 shares worth $73.6K. The position accounts for 0.01% of the portfolio, ranked #377.

Sargent Bickham Lagudis first reported a position in DGRW in Q4 2020 and has held it in 9 quarters since. The position peaked at $80K in Q4 2021. 443 funds tracked by Wall St. Rank hold DGRW as of Q4 2022.

Sargent Bickham Lagudis held 1,220 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $73.6K as of Q4 2022.
Sargent Bickham Lagudis left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q4 2022.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #377 holding.
Sargent Bickham Lagudis first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2020 and has held it in 9 quarters since.
Sargent Bickham Lagudis's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $80K in Q4 2021.
443 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2022.

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