Ladenburg Thalmann Financial Services’s WisdomTree Brazilian Real Strategy Fund BZF Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio BZF Stock Details BZF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-100	Closed	-$2K	–	5196
2017 Q1	$2K	Hold	100	–	–	﹤0.01%	4665
2016 Q4	$2K	Hold	100	–	–	﹤0.01%	4616
2016 Q3	$2K	Hold	100	–	–	﹤0.01%	4581
2016 Q2	$2K	Hold	100	–	–	﹤0.01%	4518
2016 Q1	$1K	Buy	+100	New	+$1.32K	﹤0.01%	4664

Other funds holding BZF

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

ISL

Ingalls & Snyder LLC New York $2.83B AUM 21.61% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Ladenburg Thalmann Financial Services's BZF Position: Q2 2017 in Review

Ladenburg Thalmann Financial Services sold out of WisdomTree Brazilian Real Strategy Fund (BZF) in Q2 2017, closing a stake of 100 shares — an estimated $2K sold.

Ladenburg Thalmann Financial Services first reported a position in BZF in Q1 2016 and held it in 5 quarters. The position peaked at $2K in Q1 2017. 11 funds tracked by Wall St. Rank hold BZF as of Q2 2017.

Ladenburg Thalmann Financial Services reported no remaining WisdomTree Brazilian Real Strategy Fund position as of Q2 2017 after selling out during the quarter.
Ladenburg Thalmann Financial Services sold 100 WisdomTree Brazilian Real Strategy Fund shares in Q2 2017, an estimated $2K.
Ladenburg Thalmann Financial Services first reported a position in WisdomTree Brazilian Real Strategy Fund in Q1 2016 and held it in 5 quarters.
Ladenburg Thalmann Financial Services's WisdomTree Brazilian Real Strategy Fund position peaked at $2K in Q1 2017.
11 funds tracked by Wall St. Rank held WisdomTree Brazilian Real Strategy Fund as of Q2 2017.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q2 2017, filed 14 Aug 2017.