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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$340K	Sell	11,155 -2,659	-19%	-$78.8K	﹤0.01%	2109
2019 Q3	$397K	Buy	13,814 +4,811	+53%	+$137K	﹤0.01%	1939
2019 Q2	$262K	Buy	9,003 +1,318	+17%	+$38.1K	﹤0.01%	2256
2019 Q1	$222K	Sell	7,685 -4,254	-36%	-$119K	﹤0.01%	2316
2018 Q4	$316K	Sell	11,939 -5,253	-31%	-$145K	﹤0.01%	1870
2018 Q3	$510K	Buy	17,192 +7,581	+79%	+$223K	﹤0.01%	1591
2018 Q2	$286K	Hold	9,611	–	–	﹤0.01%	1960
2018 Q1	$286K	Buy	9,611 +2,171	+29%	+$66.1K	﹤0.01%	1960
2017 Q4	$228K	Sell	7,440 -2,466	-25%	-$74.4K	﹤0.01%	2118
2017 Q3	$295K	Sell	9,906 -1,368	-12%	-$39.7K	﹤0.01%	1807
2017 Q2	$321K	Sell	11,274 -1,147	-9%	-$32.6K	﹤0.01%	1694
2017 Q1	$345K	Buy	+12,421	New	+$339K	﹤0.01%	1545

Other funds holding DDWM

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

RJFSA

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

ECM

Exchange Capital Management Ann Arbor, Michigan $670M AUM 14.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

OCG

Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Caprock Group Boise, Idaho $4.12B AUM

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

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

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

Ladenburg Thalmann Financial Services reduced its WisdomTree Dynamic International Equity Fund (DDWM) stake by 19% in Q4 2019, selling an estimated $78.8K and leaving 11,155 shares worth $340K. The position accounts for ﹤0.01% of the portfolio, ranked #2109.

Ladenburg Thalmann Financial Services first reported a position in DDWM in Q1 2017 and has held it in 12 quarters since. The position peaked at $510K in Q3 2018. 48 funds tracked by Wall St. Rank hold DDWM as of Q4 2019.

Ladenburg Thalmann Financial Services held 11,155 shares of WisdomTree Dynamic International Equity Fund worth $340K as of Q4 2019.
Ladenburg Thalmann Financial Services sold 2,659 WisdomTree Dynamic International Equity Fund shares in Q4 2019, an estimated $78.8K.
WisdomTree Dynamic International Equity Fund made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2109 holding.
Ladenburg Thalmann Financial Services first reported a position in WisdomTree Dynamic International Equity Fund in Q1 2017 and has held it in 12 quarters since.
Ladenburg Thalmann Financial Services's WisdomTree Dynamic International Equity Fund position peaked at $510K in Q3 2018.
48 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q4 2019.

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