Sargent Bickham Lagudis’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-73	Closed	-$2K	–	779
2019 Q1	$2K	Sell	73 -18	-20%	-$550	﹤0.01%	752
2018 Q4	$3K	Sell	91 -9	-9%	-$266	﹤0.01%	699
2018 Q3	$3K	Hold	100	–	–	﹤0.01%	719
2018 Q2	$3K	Sell	100 -1,751	-95%	-$55.8K	﹤0.01%	701
2018 Q1	$57K	Sell	1,851 -63,569	-97%	-$1.99M	0.01%	340
2017 Q4	$2.07M	Buy	65,420 +431	+0.7%	+$13.5K	0.25%	89
2017 Q3	$1.99M	Sell	64,989 -11,320	-15%	-$339K	0.25%	93
2017 Q2	$2.26M	Buy	76,309 +3,288	+5%	+$97.7K	0.29%	77
2017 Q1	$2.08M	Buy	+73,021	New	+$2.01M	0.27%	87

Other funds holding IHDG

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

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

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

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

SAM

Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 1-Year Est. Return

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

WMG

WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Price Wealth Austin, Texas $357M AUM 7% 1-Year Est. Return

Sargent Bickham Lagudis's IHDG Position: Q2 2019 in Review

Sargent Bickham Lagudis sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q2 2019, closing a stake of 73 shares — an estimated $2K sold.

Sargent Bickham Lagudis first reported a position in IHDG in Q1 2017 and held it in 9 quarters. The position peaked at $2.26M in Q2 2017. 73 funds tracked by Wall St. Rank hold IHDG as of Q2 2019.

Sargent Bickham Lagudis reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q2 2019 after selling out during the quarter.
Sargent Bickham Lagudis sold 73 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2019, an estimated $2K.
Sargent Bickham Lagudis first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2017 and held it in 9 quarters.
Sargent Bickham Lagudis's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $2.26M in Q2 2017.
73 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2019.

Based on Sargent Bickham Lagudis's 13F filing for Q2 2019, filed 13 Sep 2021.