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Ladenburg Thalmann Financial Services’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio DIM Stock Details DIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$98K Hold
1,497
– – ﹤0.01% 3015
2019
Q3 		$90K Hold
1,497
– – ﹤0.01% 3006
2019
Q2 		$93K Hold
1,497
– – ﹤0.01% 3017
2019
Q1 		$93K Sell
1,497
-20
-1% -$1.22K ﹤0.01% 2923
2018
Q4 		$86K Hold
1,517
– – ﹤0.01% 2852
2018
Q3 		$99K Buy
1,517
+53
+4% +$3.47K ﹤0.01% 2821
2018
Q2 		$100K Hold
1,464
– – ﹤0.01% 2746
2018
Q1 		$100K Buy
1,464
+34
+2% +$2.38K ﹤0.01% 2746
2017
Q4 		$98K Buy
1,430
+1
+0.1% +$68 ﹤0.01% 2738
2017
Q3 		$95K Buy
1,429
+311
+28% +$20.4K ﹤0.01% 2637
2017
Q2 		$72K Sell
1,118
-55
-5% -$3.46K ﹤0.01% 2736
2017
Q1 		$70K Sell
1,173
-117
-9% -$6.82K ﹤0.01% 2646
2016
Q4 		$72K Hold
1,290
– – ﹤0.01% 2571
2016
Q3 		$72K Hold
1,290
– – ﹤0.01% 2492
2016
Q2 		$67K Buy
1,290
+2
+0.2% +$111 ﹤0.01% 2454
2016
Q1 		$72K Sell
1,288
-721
-36% -$37.9K ﹤0.01% 2314
2015
Q4 		$112K Sell
2,009
-429
-18% -$24.1K ﹤0.01% 1973
2015
Q3 		$129K Buy
2,438
+58
+2% +$3.3K ﹤0.01% 1804
2015
Q2 		$141K Buy
2,380
+2
+0.1% +$123 ﹤0.01% 1848
2015
Q1 		$140K Buy
2,378
+100
+4% +$5.79K ﹤0.01% 1830
2014
Q4 		$127K Hold
2,278
– – ﹤0.01% 1736
2014
Q3 		$129K Hold
2,278
– – ﹤0.01% 1465
2014
Q2 		$141K Buy
2,278
+472
+26% +$28.9K ﹤0.01% 1390
2014
Q1 		$109K Hold
1,806
– – ﹤0.01% 1460
2013
Q4 		$107K Hold
1,806
– – ﹤0.01% 1432
2013
Q3 		$101K Hold
1,806
– – ﹤0.01% 1387
2013
Q2 		$91K Buy
+1,806
New +$96K ﹤0.01% 1364

Other funds holding DIM

HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services held its WisdomTree International MidCap Dividend Fund (DIM) position steady in Q4 2019 at 1,497 shares worth $98K. The position accounts for ﹤0.01% of the portfolio, ranked #3015.

Ladenburg Thalmann Financial Services first reported a position in DIM in Q2 2013 and has held it in 27 quarters since. The position peaked at $141K in Q2 2015. 72 funds tracked by Wall St. Rank hold DIM as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 1,497 shares of WisdomTree International MidCap Dividend Fund worth $98K as of Q4 2019.
  • Ladenburg Thalmann Financial Services left its WisdomTree International MidCap Dividend Fund share count unchanged in Q4 2019.
  • WisdomTree International MidCap Dividend Fund made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3015 holding.
  • Ladenburg Thalmann Financial Services first reported a position in WisdomTree International MidCap Dividend Fund in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's WisdomTree International MidCap Dividend Fund position peaked at $141K in Q2 2015.
  • 72 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q4 2019.

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