Sargent Bickham Lagudis’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-125	Closed	-$7K	–	807
2019 Q4	$7K	Buy	+125	New	+$6.67K	﹤0.01%	651
2018 Q4	–	Sell	-21	Closed	-$1K	–	758
2018 Q3	$1K	Buy	+21	New	+$1.15K	﹤0.01%	745

Other funds holding DXJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PIP

Permian Investment Partners Dallas, Texas $911M AUM 0.66% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

JPC

Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sargent Bickham Lagudis's DXJ Position: Q1 2020 in Review

Sargent Bickham Lagudis sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2020, closing a stake of 125 shares — an estimated $7K sold.

Sargent Bickham Lagudis first reported a position in DXJ in Q3 2018 and held it in 2 quarters. The position peaked at $7K in Q4 2019. 199 funds tracked by Wall St. Rank hold DXJ as of Q1 2020.

Sargent Bickham Lagudis reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2020 after selling out during the quarter.
Sargent Bickham Lagudis sold 125 WisdomTree Japan Hedged Equity Fund shares in Q1 2020, an estimated $7K.
Sargent Bickham Lagudis first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2018 and held it in 2 quarters.
Sargent Bickham Lagudis's WisdomTree Japan Hedged Equity Fund position peaked at $7K in Q4 2019.
199 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2020.

Based on Sargent Bickham Lagudis's 13F filing for Q1 2020, filed 7 Sep 2021.