Sargent Bickham Lagudis’s WisdomTree US High Dividend Fund DHS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$50K	Hold	581	–	–	﹤0.01%	441
2022 Q3	$44K	Hold	581	–	–	﹤0.01%	430
2022 Q2	$48K	Hold	581	–	–	﹤0.01%	430
2022 Q1	$51K	Hold	581	–	–	﹤0.01%	447
2021 Q4	$48K	Hold	581	–	–	﹤0.01%	460
2021 Q3	$45K	Hold	581	–	–	﹤0.01%	463
2021 Q2	$45K	Hold	581	–	–	﹤0.01%	471
2021 Q1	$44K	Hold	581	–	–	﹤0.01%	455
2020 Q4	$40K	Hold	581	–	–	﹤0.01%	458
2020 Q3	$36K	Hold	581	–	–	﹤0.01%	429
2020 Q2	$36K	Hold	581	–	–	﹤0.01%	402
2020 Q1	$33K	Hold	581	–	–	﹤0.01%	389
2019 Q4	$45K	Hold	581	–	–	0.01%	399
2019 Q3	$43K	Hold	581	–	–	0.01%	368
2019 Q2	$42K	Hold	581	–	–	0.01%	389
2019 Q1	$42K	Hold	581	–	–	﹤0.01%	412
2018 Q4	$38K	Hold	581	–	–	﹤0.01%	401
2018 Q3	$42K	Hold	581	–	–	0.01%	392
2018 Q2	$41K	Hold	581	–	–	0.01%	386
2018 Q1	$40K	Hold	581	–	–	0.01%	392
2017 Q4	$42K	Hold	581	–	–	0.01%	395
2017 Q3	$41K	Hold	581	–	–	0.01%	398
2017 Q2	$40K	Hold	581	–	–	0.01%	390
2017 Q1	$40K	Hold	581	–	–	0.01%	390
2016 Q4	$39K	Hold	581	–	–	0.01%	377
2016 Q3	$39	Buy	+581	New	+$39K	0.01%	392

Other funds holding DHS

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

MLA

MB, Levis & Associates Center Valley, Pennsylvania $240M AUM 12.17% 1-Year Est. Return

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

Sargent Bickham Lagudis held its WisdomTree US High Dividend Fund (DHS) position steady in Q4 2022 at 581 shares worth $50K. The position accounts for ﹤0.01% of the portfolio, ranked #441.

Sargent Bickham Lagudis first reported a position in DHS in Q3 2016 and has held it in 26 quarters since. The position peaked at $51K in Q1 2022. 200 funds tracked by Wall St. Rank hold DHS as of Q4 2022.

Sargent Bickham Lagudis held 581 shares of WisdomTree US High Dividend Fund worth $50K as of Q4 2022.
Sargent Bickham Lagudis left its WisdomTree US High Dividend Fund share count unchanged in Q4 2022.
WisdomTree US High Dividend Fund made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #441 holding.
Sargent Bickham Lagudis first reported a position in WisdomTree US High Dividend Fund in Q3 2016 and has held it in 26 quarters since.
Sargent Bickham Lagudis's WisdomTree US High Dividend Fund position peaked at $51K in Q1 2022.
200 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q4 2022.

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