Ladenburg Thalmann Financial Services’s WisdomTree True Developed International Fund DOL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$144K	Buy	2,935 +1,278	+77%	+$60.7K	﹤0.01%	2758
2019 Q3	$76K	Sell	1,657 -446	-21%	-$20.4K	﹤0.01%	3136
2019 Q2	$99K	Sell	2,103 -98	-4%	-$4.58K	﹤0.01%	2974
2019 Q1	$102K	Sell	2,201 -3,506	-61%	-$159K	﹤0.01%	2864
2018 Q4	$244K	Buy	5,707 +485	+9%	+$21.8K	﹤0.01%	2083
2018 Q3	$252K	Sell	5,222 -8,779	-63%	-$423K	﹤0.01%	2125
2018 Q2	$696K	Hold	14,001	–	–	0.01%	1296
2018 Q1	$696K	Sell	14,001 -796	-5%	-$40.7K	0.01%	1296
2017 Q4	$749K	Buy	14,797 +143	+1%	+$7.15K	0.01%	1259
2017 Q3	$726K	Sell	14,654 -267	-2%	-$13K	0.01%	1202
2017 Q2	$705K	Buy	14,921 +66	+0.4%	+$3.11K	0.01%	1162
2017 Q1	$674K	Sell	14,855 -757	-5%	-$33.6K	0.01%	1121
2016 Q4	$669K	Sell	15,612 -2,318	-13%	-$98.5K	0.01%	1087
2016 Q3	$776K	Sell	17,930 -151	-0.8%	-$6.44K	0.01%	933
2016 Q2	$748K	Sell	18,081 -4,430	-20%	-$188K	0.01%	906
2016 Q1	$943K	Sell	22,511 -1,606	-7%	-$65.3K	0.02%	732
2015 Q4	$1.04M	Sell	24,117 -7,294	-23%	-$325K	0.02%	669
2015 Q3	$1.33M	Sell	31,411 -1,268	-4%	-$58.6K	0.03%	517
2015 Q2	$1.56M	Buy	32,679 +231	+0.7%	+$11.6K	0.03%	502
2015 Q1	$1.58M	Sell	32,448 -3,932	-11%	-$190K	0.03%	495
2014 Q4	$1.7M	Buy	36,380 +228	+0.6%	+$11.1K	0.04%	412
2014 Q3	$1.81M	Buy	36,152 +4,104	+13%	+$215K	0.05%	313
2014 Q2	$1.71M	Buy	32,048 +15,716	+96%	+$838K	0.05%	330
2014 Q1	$848K	Buy	16,332 +1,420	+10%	+$72.7K	0.02%	520
2013 Q4	$775K	Buy	14,912 +41	+0.3%	+$2.08K	0.02%	538
2013 Q3	$734K	Buy	14,871 +1,376	+10%	+$65.2K	0.02%	522
2013 Q2	$595K	Buy	+13,495	New	+$632K	0.02%	562

Other funds holding DOL

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

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

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

Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

BFG

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

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

Ladenburg Thalmann Financial Services increased its WisdomTree True Developed International Fund (DOL) stake by 77% in Q4 2019, buying an estimated $60.7K and bringing the position to 2,935 shares worth $144K. The position accounts for ﹤0.01% of the portfolio, ranked #2758.

Ladenburg Thalmann Financial Services first reported a position in DOL in Q2 2013 and has held it in 27 quarters since. The position peaked at $1.81M in Q3 2014. 87 funds tracked by Wall St. Rank hold DOL as of Q4 2019.

Ladenburg Thalmann Financial Services held 2,935 shares of WisdomTree True Developed International Fund worth $144K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 1,278 WisdomTree True Developed International Fund shares in Q4 2019, an estimated $60.7K.
WisdomTree True Developed International Fund made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2758 holding.
Ladenburg Thalmann Financial Services first reported a position in WisdomTree True Developed International Fund in Q2 2013 and has held it in 27 quarters since.
Ladenburg Thalmann Financial Services's WisdomTree True Developed International Fund position peaked at $1.81M in Q3 2014.
87 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q4 2019.

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