Ladenburg Thalmann Financial Services’s WisdomTree US Total Dividend Fund DTD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$1.9M	Buy	35,940 +278	+0.8%	+$14.1K	0.01%	900
2019 Q3	$1.77M	Buy	35,662 +9,186	+35%	+$448K	0.01%	878
2019 Q2	$1.29M	Sell	26,476 -1,838	-6%	-$88K	0.01%	1047
2019 Q1	$1.34M	Sell	28,314 -14,956	-35%	-$685K	0.01%	995
2018 Q4	$1.83M	Sell	43,270 -2,080	-5%	-$94.5K	0.02%	709
2018 Q3	$2.18M	Sell	45,350 -10	-0%	-$474	0.02%	688
2018 Q2	$2.02M	Hold	45,360	–	–	0.02%	693
2018 Q1	$2.02M	Sell	45,360 -4,712	-9%	-$218K	0.02%	693
2017 Q4	$2.33M	Buy	50,072 +6,826	+16%	+$309K	0.02%	619
2017 Q3	$1.9M	Buy	43,246 +326	+0.8%	+$14K	0.02%	650
2017 Q2	$1.83M	Sell	42,920 -518	-1%	-$21.9K	0.02%	626
2017 Q1	$1.82M	Buy	43,438 +2,362	+6%	+$98.2K	0.02%	606
2016 Q4	$1.66M	Buy	41,076 +7,254	+21%	+$285K	0.02%	598
2016 Q3	$1.32M	Buy	33,822 +5,734	+20%	+$225K	0.02%	656
2016 Q2	$1.08M	Buy	28,088 +2,296	+9%	+$86K	0.02%	721
2016 Q1	$958K	Sell	25,792 -15,846	-38%	-$553K	0.02%	723
2015 Q4	$1.49M	Sell	41,638 -8,510	-17%	-$307K	0.03%	506
2015 Q3	$1.7M	Sell	50,148 -1,310	-3%	-$46.7K	0.04%	437
2015 Q2	$1.88M	Buy	51,458 +1,272	+3%	+$47.7K	0.03%	448
2015 Q1	$1.86M	Buy	50,186 +4,078	+9%	+$152K	0.04%	442
2014 Q4	$1.72M	Buy	46,108 +20,198	+78%	+$737K	0.04%	407
2014 Q3	$925K	Buy	25,910 +386	+2%	+$13.8K	0.03%	532
2014 Q2	$913K	Buy	25,524 +11,950	+88%	+$416K	0.03%	542
2014 Q1	$463K	Buy	13,574 +738	+6%	+$24.5K	0.01%	754
2013 Q4	$431K	Buy	12,836 +22	+0.2%	+$714	0.01%	744
2013 Q3	$396K	Buy	12,814 +1,154	+10%	+$35.9K	0.01%	743
2013 Q2	$352K	Buy	+11,660	New	+$354K	0.01%	753

Other funds holding DTD

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services increased its WisdomTree US Total Dividend Fund (DTD) stake by 0.78% in Q4 2019, buying an estimated $14.1K and bringing the position to 35,940 shares worth $1.9M. The position accounts for 0.01% of the portfolio, ranked #900.

Ladenburg Thalmann Financial Services first reported a position in DTD in Q2 2013 and has held it in 27 quarters since. The position peaked at $2.33M in Q4 2017. 125 funds tracked by Wall St. Rank hold DTD as of Q4 2019.

Ladenburg Thalmann Financial Services held 35,940 shares of WisdomTree US Total Dividend Fund worth $1.9M as of Q4 2019.
Ladenburg Thalmann Financial Services bought 278 WisdomTree US Total Dividend Fund shares in Q4 2019, an estimated $14.1K.
WisdomTree US Total Dividend Fund made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #900 holding.
Ladenburg Thalmann Financial Services first reported a position in WisdomTree US Total Dividend Fund in Q2 2013 and has held it in 27 quarters since.
Ladenburg Thalmann Financial Services's WisdomTree US Total Dividend Fund position peaked at $2.33M in Q4 2017.
125 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q4 2019.

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