Ladenburg Thalmann Financial Services’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$19K	Buy	695 +1	+0.1%	+$25	﹤0.01%	4168
2019 Q3	$16K	Sell	694 -1,086	-61%	-$25.7K	﹤0.01%	4154
2019 Q2	$44K	Sell	1,780 -226	-11%	-$5.52K	﹤0.01%	3537
2019 Q1	$50K	Sell	2,006 -476	-19%	-$11.4K	﹤0.01%	3395
2018 Q4	$55K	Sell	2,482 -1,571	-39%	-$35.4K	﹤0.01%	3180
2018 Q3	$97K	Sell	4,053 -608	-13%	-$15K	﹤0.01%	2843
2018 Q2	$127K	Hold	4,661	–	–	﹤0.01%	2596
2018 Q1	$127K	Sell	4,661 -501	-10%	-$13.9K	﹤0.01%	2596
2017 Q4	$141K	Sell	5,162 -444	-8%	-$11.6K	﹤0.01%	2482
2017 Q3	$144K	Buy	5,606 +1,328	+31%	+$33.6K	﹤0.01%	2349
2017 Q2	$103K	Buy	4,278 +2,054	+92%	+$48.7K	﹤0.01%	2494
2017 Q1	$52K	Buy	2,224 +948	+74%	+$21.3K	﹤0.01%	2876
2016 Q4	$27K	Buy	1,276 +876	+219%	+$19.1K	﹤0.01%	3281
2016 Q3	$9K	Hold	400	–	–	﹤0.01%	3866
2016 Q2	$9K	Hold	400	–	–	﹤0.01%	3827
2016 Q1	$8K	Hold	400	–	–	﹤0.01%	3819
2015 Q4	$8K	Hold	400	–	–	﹤0.01%	3796
2015 Q3	$8K	Sell	400 -200	-33%	-$4.24K	﹤0.01%	3658
2015 Q2	$14K	Sell	600 -2,000	-77%	-$49.3K	﹤0.01%	3455
2015 Q1	$63K	Hold	2,600	–	–	﹤0.01%	2395
2014 Q4	$64K	Buy	+2,600	New	+$65.2K	﹤0.01%	2186

Other funds holding DGRE

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

IDA

Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services increased its WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) stake by 0.14% in Q4 2019, buying an estimated $25 and bringing the position to 695 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #4168.

Ladenburg Thalmann Financial Services first reported a position in DGRE in Q4 2014 and has held it in 21 quarters since. The position peaked at $144K in Q3 2017. 31 funds tracked by Wall St. Rank hold DGRE as of Q4 2019.

Ladenburg Thalmann Financial Services held 695 shares of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund worth $19K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 1 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund share in Q4 2019, an estimated $25.
WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4168 holding.
Ladenburg Thalmann Financial Services first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q4 2014 and has held it in 21 quarters since.
Ladenburg Thalmann Financial Services's WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position peaked at $144K in Q3 2017.
31 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q4 2019.

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