Ladenburg Thalmann Financial Services’s WisdomTree Dynamic International SmallCap Equity Fund DDLS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$3K	Hold	100	–	–	﹤0.01%	4946
2019 Q3	$3K	Hold	100	–	–	﹤0.01%	4838
2019 Q2	$3K	Hold	100	–	–	﹤0.01%	4857
2019 Q1	$3K	Hold	100	–	–	﹤0.01%	4811
2018 Q4	$3K	Hold	100	–	–	﹤0.01%	4753
2018 Q3	$3K	Hold	100	–	–	﹤0.01%	4765
2018 Q2	$3K	Hold	100	–	–	﹤0.01%	4748
2018 Q1	$3K	Hold	100	–	–	﹤0.01%	4748
2017 Q4	$3K	Hold	100	–	–	﹤0.01%	4666
2017 Q3	$3K	Buy	+100	New	+$3.12K	﹤0.01%	4557

Other funds holding DDLS

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return

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

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

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services held its WisdomTree Dynamic International SmallCap Equity Fund (DDLS) position steady in Q4 2019 at 100 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #4946.

Ladenburg Thalmann Financial Services first reported a position in DDLS in Q3 2017 and has held it in 10 quarters since. 10 funds tracked by Wall St. Rank hold DDLS as of Q4 2019.

Ladenburg Thalmann Financial Services held 100 shares of WisdomTree Dynamic International SmallCap Equity Fund worth $3K as of Q4 2019.
Ladenburg Thalmann Financial Services left its WisdomTree Dynamic International SmallCap Equity Fund share count unchanged in Q4 2019.
WisdomTree Dynamic International SmallCap Equity Fund made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4946 holding.
Ladenburg Thalmann Financial Services first reported a position in WisdomTree Dynamic International SmallCap Equity Fund in Q3 2017 and has held it in 10 quarters since.
10 funds tracked by Wall St. Rank held WisdomTree Dynamic International SmallCap Equity Fund as of Q4 2019.

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