Ladenburg Thalmann Financial Services’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$326K	Sell	9,801 -783	-7%	-$27.5K	﹤0.01%	2140
2019 Q3	$365K	Sell	10,584 -8,741	-45%	-$307K	﹤0.01%	2011
2019 Q2	$684K	Buy	19,325 +2,712	+16%	+$92.8K	﹤0.01%	1503
2019 Q1	$570K	Buy	16,613 +6,784	+69%	+$234K	﹤0.01%	1604
2018 Q4	$332K	Sell	9,829 -1,037	-10%	-$34.2K	﹤0.01%	1840
2018 Q3	$357K	Buy	10,866 +1,649	+18%	+$55.3K	﹤0.01%	1858
2018 Q2	$362K	Hold	9,217	–	–	﹤0.01%	1801
2018 Q1	$362K	Buy	9,217 +5,255	+133%	+$206K	﹤0.01%	1801
2017 Q4	$153K	Buy	3,962 +285	+8%	+$10.9K	﹤0.01%	2416
2017 Q3	$142K	Sell	3,677 -695	-16%	-$26.9K	﹤0.01%	2359
2017 Q2	$166K	Buy	4,372 +572	+15%	+$21.7K	﹤0.01%	2150
2017 Q1	$143K	Sell	3,800 -636	-14%	-$23.4K	﹤0.01%	2156
2016 Q4	$159K	Buy	4,436 +830	+23%	+$30.2K	﹤0.01%	1983
2016 Q3	$138K	Sell	3,606 -567	-14%	-$21.5K	﹤0.01%	2018
2016 Q2	$157K	Sell	4,173 -4,710	-53%	-$173K	﹤0.01%	1828
2016 Q1	$327K	Sell	8,883 -3,697	-29%	-$127K	0.01%	1290
2015 Q4	$430K	Buy	12,580 +571	+5%	+$20.2K	0.01%	1106
2015 Q3	$416K	Sell	12,009 -2,810	-19%	-$103K	0.01%	1069
2015 Q2	$576K	Sell	14,819 -359	-2%	-$14.4K	0.01%	983
2015 Q1	$604K	Sell	15,178 -696	-4%	-$28.4K	0.01%	935
2014 Q4	$660K	Sell	15,874 -15,626	-50%	-$682K	0.01%	793
2014 Q3	$1.41M	Sell	31,500 -2,644	-8%	-$124K	0.04%	394
2014 Q2	$1.62M	Sell	34,144 -211	-0.6%	-$9.86K	0.04%	347
2014 Q1	$1.58M	Buy	34,355 +7,810	+29%	+$351K	0.05%	319
2013 Q4	$1.22M	Sell	26,545 -5,644	-18%	-$266K	0.04%	380
2013 Q3	$1.51M	Sell	32,189 -9,281	-22%	-$438K	0.05%	288
2013 Q2	$1.99M	Buy	+41,470	New	+$2.14M	0.07%	215

Other funds holding ELD

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

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

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

OBWP

O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return

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

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

CIR

Clear Investment Research Alpharetta, Georgia $63.9M AUM 11.37% 1-Year Est. Return

SIAM

Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return

FWM

Foresight Wealth Management Draper, Utah $6.98M AUM 13.2% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services reduced its WisdomTree Emerging Markets Local Debt Fund (ELD) stake by 7.4% in Q4 2019, selling an estimated $27.5K and leaving 9,801 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #2140.

Ladenburg Thalmann Financial Services first reported a position in ELD in Q2 2013 and has held it in 27 quarters since. The position peaked at $1.99M in Q2 2013. 65 funds tracked by Wall St. Rank hold ELD as of Q4 2019.

Ladenburg Thalmann Financial Services held 9,801 shares of WisdomTree Emerging Markets Local Debt Fund worth $326K as of Q4 2019.
Ladenburg Thalmann Financial Services sold 783 WisdomTree Emerging Markets Local Debt Fund shares in Q4 2019, an estimated $27.5K.
WisdomTree Emerging Markets Local Debt Fund made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2140 holding.
Ladenburg Thalmann Financial Services first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q2 2013 and has held it in 27 quarters since.
Ladenburg Thalmann Financial Services's WisdomTree Emerging Markets Local Debt Fund position peaked at $1.99M in Q2 2013.
65 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q4 2019.

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