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Sargent Bickham Lagudis’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Sargent Bickham Lagudis’s Portfolio DLN Stock Details DLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-104
Closed -$4K – 726
2016
Q1 		$4K Buy
+104
New +$3.61K ﹤0.01% 642

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return

Sargent Bickham Lagudis's DLN Position: Q2 2016 in Review

Sargent Bickham Lagudis sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2016, closing a stake of 104 shares — an estimated $4K sold.

Sargent Bickham Lagudis first reported a position in DLN in Q1 2016 and held it in 1 quarter. The position peaked at $4K in Q1 2016. 144 funds tracked by Wall St. Rank hold DLN as of Q2 2016.

  • Sargent Bickham Lagudis reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q2 2016 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 104 WisdomTree US LargeCap Dividend Fund shares in Q2 2016, an estimated $4K.
  • Sargent Bickham Lagudis first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2016 and held it in 1 quarter.
  • Sargent Bickham Lagudis's WisdomTree US LargeCap Dividend Fund position peaked at $4K in Q1 2016.
  • 144 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2016.

Based on Sargent Bickham Lagudis's 13F filing for Q2 2016, filed 7 Sep 2021.