Ladenburg Thalmann Financial Services’s WisdomTree Emerging Currency Strategy Fund CEW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$3K	Hold	141	–	–	﹤0.01%	4944
2019 Q3	$3K	Hold	141	–	–	﹤0.01%	4834
2019 Q2	$3K	Hold	141	–	–	﹤0.01%	4855
2019 Q1	$3K	Hold	141	–	–	﹤0.01%	4806
2018 Q4	$3K	Buy	+141	New	+$2.57K	﹤0.01%	4745
2015 Q3	–	Sell	-1,521	Closed	-$28K	–	4608
2015 Q2	$28K	Hold	1,521	–	–	﹤0.01%	3006
2015 Q1	$28K	Hold	1,521	–	–	﹤0.01%	2966
2014 Q4	$28K	Buy	1,521 +521	+52%	+$10.1K	﹤0.01%	2757
2014 Q3	$20K	Hold	1,000	–	–	﹤0.01%	2663
2014 Q2	$21K	Hold	1,000	–	–	﹤0.01%	2623
2014 Q1	$20K	Sell	1,000 -951	-49%	-$18.8K	﹤0.01%	2568
2013 Q4	$39K	Hold	1,951	–	–	﹤0.01%	2083
2013 Q3	$39K	Sell	1,951 -375	-16%	-$7.53K	﹤0.01%	1972
2013 Q2	$47K	Buy	+2,326	New	+$48.4K	﹤0.01%	1776

Other funds holding CEW

3AM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ladenburg Thalmann Financial Services's CEW Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services held its WisdomTree Emerging Currency Strategy Fund (CEW) position steady in Q4 2019 at 141 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #4944.

Ladenburg Thalmann Financial Services first reported a position in CEW in Q2 2013 and has held it in 14 quarters since. The position peaked at $47K in Q2 2013. 17 funds tracked by Wall St. Rank hold CEW as of Q4 2019.

Ladenburg Thalmann Financial Services held 141 shares of WisdomTree Emerging Currency Strategy Fund worth $3K as of Q4 2019.
Ladenburg Thalmann Financial Services left its WisdomTree Emerging Currency Strategy Fund share count unchanged in Q4 2019.
WisdomTree Emerging Currency Strategy Fund made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4944 holding.
Ladenburg Thalmann Financial Services first reported a position in WisdomTree Emerging Currency Strategy Fund in Q2 2013 and has held it in 14 quarters since.
Ladenburg Thalmann Financial Services's WisdomTree Emerging Currency Strategy Fund position peaked at $47K in Q2 2013.
17 funds tracked by Wall St. Rank held WisdomTree Emerging Currency Strategy Fund as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.