Sargent Bickham Lagudis’s WisdomTree International Equity Fund DWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-40	Closed	-$2K	–	727
2016 Q1	$2K	Buy	+40	New	+$1.76K	﹤0.01%	681

Other funds holding DWM

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

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

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

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

RJA

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Sargent Bickham Lagudis sold out of WisdomTree International Equity Fund (DWM) in Q2 2016, closing a stake of 40 shares — an estimated $2K sold.

Sargent Bickham Lagudis first reported a position in DWM in Q1 2016 and held it in 1 quarter. The position peaked at $2K in Q1 2016. 84 funds tracked by Wall St. Rank hold DWM as of Q2 2016.

Sargent Bickham Lagudis reported no remaining WisdomTree International Equity Fund position as of Q2 2016 after selling out during the quarter.
Sargent Bickham Lagudis sold 40 WisdomTree International Equity Fund shares in Q2 2016, an estimated $2K.
Sargent Bickham Lagudis first reported a position in WisdomTree International Equity Fund in Q1 2016 and held it in 1 quarter.
Sargent Bickham Lagudis's WisdomTree International Equity Fund position peaked at $2K in Q1 2016.
84 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2016.

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