Ladenburg Thalmann Financial Services’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$20K	Sell	658 -460	-41%	-$17.7K	﹤0.01%	4140
2019 Q3	$39K	Hold	1,118	–	–	﹤0.01%	3600
2019 Q2	$41K	Buy	1,118 +686	+159%	+$25.7K	﹤0.01%	3589
2019 Q1	$17K	Buy	+432	New	+$15.2K	﹤0.01%	4095
2018 Q3	–	Sell	-550	Closed	-$24K	–	5176
2018 Q2	$24K	Hold	550	–	–	﹤0.01%	3717
2018 Q1	$24K	Buy	+550	New	+$25K	﹤0.01%	3717
2014 Q2	–	Sell	-200	Closed	-$5K	–	3898
2014 Q1	$5K	Hold	200	–	–	﹤0.01%	3249
2013 Q4	$5K	Hold	200	–	–	﹤0.01%	3244
2013 Q3	$5K	Hold	200	–	–	﹤0.01%	3169
2013 Q2	$5K	Buy	+200	New	+$5K	﹤0.01%	3035

Other funds holding CXSE

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

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

Kalos Management Alpharetta, Georgia $46.6M AUM 11.52% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

Ladenburg Thalmann Financial Services reduced its WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) stake by 41% in Q4 2019, selling an estimated $17.7K and leaving 658 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #4140.

Ladenburg Thalmann Financial Services first reported a position in CXSE in Q2 2013 and has held it in 10 quarters since. The position peaked at $41K in Q2 2019. 29 funds tracked by Wall St. Rank hold CXSE as of Q4 2019.

Ladenburg Thalmann Financial Services held 658 shares of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund worth $20K as of Q4 2019.
Ladenburg Thalmann Financial Services sold 460 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q4 2019, an estimated $17.7K.
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4140 holding.
Ladenburg Thalmann Financial Services first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q2 2013 and has held it in 10 quarters since.
Ladenburg Thalmann Financial Services's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $41K in Q2 2019.
29 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q4 2019.

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