Sargent Bickham Lagudis’s WisdomTree U.S. ESG Fund RESP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$66.3K	Hold	1,615	–	–	0.01%	388
2022 Q3	$62K	Hold	1,615	–	–	0.01%	377
2022 Q2	$66K	Hold	1,615	–	–	0.01%	374
2022 Q1	$78K	Hold	1,615	–	–	0.01%	373
2021 Q4	$83K	Hold	1,615	–	–	0.01%	365
2021 Q3	$75K	Hold	1,615	–	–	0.01%	372
2021 Q2	$76K	Hold	1,615	–	–	0.01%	380
2021 Q1	$71K	Hold	1,615	–	–	0.01%	380
2020 Q4	$66K	Buy	+1,615	New	+$62.6K	0.01%	386

Other funds holding RESP

COCM

Charter Oak Capital Management Portsmouth, New Hampshire $1.29B AUM 13.93% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Sargent Bickham Lagudis's RESP Position: Q4 2022 in Review

Sargent Bickham Lagudis held its WisdomTree U.S. ESG Fund (RESP) position steady in Q4 2022 at 1,615 shares worth $66.3K. The position accounts for 0.01% of the portfolio, ranked #388.

Sargent Bickham Lagudis first reported a position in RESP in Q4 2020 and has held it in 9 quarters since. The position peaked at $83K in Q4 2021. 36 funds tracked by Wall St. Rank hold RESP as of Q4 2022.

Sargent Bickham Lagudis held 1,615 shares of WisdomTree U.S. ESG Fund worth $66.3K as of Q4 2022.
Sargent Bickham Lagudis left its WisdomTree U.S. ESG Fund share count unchanged in Q4 2022.
WisdomTree U.S. ESG Fund made up 0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #388 holding.
Sargent Bickham Lagudis first reported a position in WisdomTree U.S. ESG Fund in Q4 2020 and has held it in 9 quarters since.
Sargent Bickham Lagudis's WisdomTree U.S. ESG Fund position peaked at $83K in Q4 2021.
36 funds tracked by Wall St. Rank held WisdomTree U.S. ESG Fund as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.