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Sargent Bickham Lagudis’s WisdomTree US MidCap Fund EZM Stock Holding History

Sargent Bickham Lagudis’s Portfolio EZM Stock Details EZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-185
Closed -$9K – 945
2021
Q1 		$9K Buy
+185
New +$8.88K ﹤0.01% 715
2020
Q3 		– Sell
-369
Closed -$12K – 804
2020
Q2 		$12K Sell
369
-1,608
-81% -$49K ﹤0.01% 550
2020
Q1 		$52K Buy
1,977
+369
+23% +$13.7K 0.01% 335
2019
Q4 		$68K Hold
1,608
– – 0.01% 331
2019
Q3 		$63K Hold
1,608
– – 0.01% 313
2019
Q2 		$64K Hold
1,608
– – 0.01% 330
2019
Q1 		$63K Hold
1,608
– – 0.01% 341
2018
Q4 		$55K Hold
1,608
– – 0.01% 346
2018
Q3 		$67K Hold
1,608
– – 0.01% 325
2018
Q2 		$65K Sell
1,608
-480
-23% -$19K 0.01% 320
2018
Q1 		$81K Sell
2,088
-1,677
-45% -$66.6K 0.01% 293
2017
Q4 		$149K Hold
3,765
– – 0.02% 244
2017
Q3 		$140K Sell
3,765
-237
-6% -$8.53K 0.02% 249
2017
Q2 		$143K Sell
4,002
-294
-7% -$10.4K 0.02% 236
2017
Q1 		$152K Sell
4,296
-213
-5% -$7.46K 0.02% 235
2016
Q4 		$154K Hold
4,509
– – 0.02% 225
2016
Q3 		$144 Sell
4,509
-1,245
-22% -$39.4K 0.02% 236
2016
Q2 		$175K Sell
5,754
-1,545
-21% -$46.8K 0.03% 215
2016
Q1 		$219K Buy
+7,299
New +$203K 0.04% 192

Other funds holding EZM

Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $542M AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Sargent Bickham Lagudis's EZM Position: Q2 2021 in Review

Sargent Bickham Lagudis sold out of WisdomTree US MidCap Fund (EZM) in Q2 2021, closing a stake of 185 shares — an estimated $9K sold.

Sargent Bickham Lagudis first reported a position in EZM in Q1 2016 and held it in 19 quarters. The position peaked at $219K in Q1 2016. 129 funds tracked by Wall St. Rank hold EZM as of Q2 2021.

  • Sargent Bickham Lagudis reported no remaining WisdomTree US MidCap Fund position as of Q2 2021 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 185 WisdomTree US MidCap Fund shares in Q2 2021, an estimated $9K.
  • Sargent Bickham Lagudis first reported a position in WisdomTree US MidCap Fund in Q1 2016 and held it in 19 quarters.
  • Sargent Bickham Lagudis's WisdomTree US MidCap Fund position peaked at $219K in Q1 2016.
  • 129 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2021.

Based on Sargent Bickham Lagudis's 13F filing for Q2 2021, filed 19 Jul 2021.