Sargent Bickham Lagudis’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-1,503	Closed	-$34K	–	777
2020 Q1	$34K	Hold	1,503	–	–	﹤0.01%	385
2019 Q4	$58K	Sell	1,503 -480	-24%	-$17.7K	0.01%	353
2019 Q3	$71K	Hold	1,983	–	–	0.01%	299
2019 Q2	$71K	Hold	1,983	–	–	0.01%	318
2019 Q1	$72K	Hold	1,983	–	–	0.01%	326
2018 Q4	$64K	Hold	1,983	–	–	0.01%	330
2018 Q3	$79K	Hold	1,983	–	–	0.01%	305
2018 Q2	$77K	Hold	1,983	–	–	0.01%	303
2018 Q1	$71K	Hold	1,983	–	–	0.01%	302
2017 Q4	$72K	Hold	1,983	–	–	0.01%	312
2017 Q3	$69K	Hold	1,983	–	–	0.01%	316
2017 Q2	$65K	Sell	1,983 -312	-14%	-$10.1K	0.01%	318
2017 Q1	$74K	Hold	2,295	–	–	0.01%	304
2016 Q4	$75K	Hold	2,295	–	–	0.01%	283
2016 Q3	$65	Sell	2,295 -366	-14%	-$10.1K	0.01%	306
2016 Q2	$70K	Sell	2,661 -834	-24%	-$21.7K	0.01%	299
2016 Q1	$90K	Buy	+3,495	New	+$82.6K	0.01%	285

Other funds holding EES

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

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

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return

Sargent Bickham Lagudis's EES Position: Q2 2020 in Review

Sargent Bickham Lagudis sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q2 2020, closing a stake of 1,503 shares — an estimated $34K sold.

Sargent Bickham Lagudis first reported a position in EES in Q1 2016 and held it in 17 quarters. The position peaked at $90K in Q1 2016. 107 funds tracked by Wall St. Rank hold EES as of Q2 2020.

Sargent Bickham Lagudis reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q2 2020 after selling out during the quarter.
Sargent Bickham Lagudis sold 1,503 WisdomTree US SmallCap Earnings Fund shares in Q2 2020, an estimated $34K.
Sargent Bickham Lagudis first reported a position in WisdomTree US SmallCap Earnings Fund in Q1 2016 and held it in 17 quarters.
Sargent Bickham Lagudis's WisdomTree US SmallCap Earnings Fund position peaked at $90K in Q1 2016.
107 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2020.

Based on Sargent Bickham Lagudis's 13F filing for Q2 2020, filed 7 Sep 2021.