Ladenburg Thalmann Financial Services’s WisdomTree Emerging Markets Corporate Bond Fund EMCB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$0	Sell	74 -51	-41%	-$3.73K	﹤0.01%	5366
2019 Q3	$9K	Buy	+125	New	+$9.12K	﹤0.01%	4435
2018 Q4	–	Sell	-200	Closed	-$14K	–	5234
2018 Q3	$14K	Hold	200	–	–	﹤0.01%	4098
2018 Q2	$14K	Hold	200	–	–	﹤0.01%	4045
2018 Q1	$14K	Buy	+200	New	+$14.4K	﹤0.01%	4045
2016 Q2	–	Sell	-72	Closed	-$5K	–	4763
2016 Q1	$5K	Sell	72 -12	-14%	-$784	﹤0.01%	4063
2015 Q4	$6K	Sell	84 -20	-19%	-$1.35K	﹤0.01%	3955
2015 Q3	$7K	Hold	104	–	–	﹤0.01%	3739
2015 Q2	$7K	Buy	104 +13	+14%	+$948	﹤0.01%	3877
2015 Q1	$7K	Sell	91 -249	-73%	-$17.7K	﹤0.01%	3816
2014 Q4	$25K	Buy	340 +32	+10%	+$2.38K	﹤0.01%	2835
2014 Q3	$23K	Sell	308 -3,791	-92%	-$294K	﹤0.01%	2539
2014 Q2	$320K	Buy	4,099 +48	+1%	+$3.66K	0.01%	966
2014 Q1	$302K	Sell	4,051 -1,993	-33%	-$148K	0.01%	932
2013 Q4	$450K	Sell	6,044 -255	-4%	-$19.1K	0.01%	725
2013 Q3	$469K	Buy	6,299 +581	+10%	+$42.9K	0.02%	683
2013 Q2	$420K	Buy	+5,718	New	+$448K	0.02%	690

Other funds holding EMCB

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

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

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

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

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

Ladenburg Thalmann Financial Services reduced its WisdomTree Emerging Markets Corporate Bond Fund (EMCB) stake by 41% in Q4 2019, selling an estimated $3.73K and leaving 74 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #5366.

Ladenburg Thalmann Financial Services first reported a position in EMCB in Q2 2013 and has held it in 17 quarters since. The position peaked at $469K in Q3 2013. 15 funds tracked by Wall St. Rank hold EMCB as of Q4 2019.

Ladenburg Thalmann Financial Services held 74 shares of WisdomTree Emerging Markets Corporate Bond Fund worth $0 as of Q4 2019.
Ladenburg Thalmann Financial Services sold 51 WisdomTree Emerging Markets Corporate Bond Fund shares in Q4 2019, an estimated $3.73K.
WisdomTree Emerging Markets Corporate Bond Fund made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #5366 holding.
Ladenburg Thalmann Financial Services first reported a position in WisdomTree Emerging Markets Corporate Bond Fund in Q2 2013 and has held it in 17 quarters since.
Ladenburg Thalmann Financial Services's WisdomTree Emerging Markets Corporate Bond Fund position peaked at $469K in Q3 2013.
15 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Corporate Bond Fund as of Q4 2019.

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