Ladenburg Thalmann Financial Services’s WisdomTree Europe Quality Dividend Growth Fund EUDG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$4K	Hold	150	–	–	﹤0.01%	4846
2019 Q3	$4K	Buy	+150	New	+$3.78K	﹤0.01%	4761
2019 Q2	–	Sell	-654	Closed	-$16K	–	5308
2019 Q1	$16K	Buy	654 +4	+0.6%	+$96	﹤0.01%	4130
2018 Q4	$14K	Buy	+650	New	+$15.3K	﹤0.01%	4075
2018 Q3	–	Sell	-254	Closed	-$7K	–	5192
2018 Q2	$7K	Hold	254	–	–	﹤0.01%	4430
2018 Q1	$7K	Buy	254 +1	+0.4%	+$27	﹤0.01%	4430
2017 Q4	$7K	Hold	253	–	–	﹤0.01%	4362
2017 Q3	$7K	Hold	253	–	–	﹤0.01%	4235
2017 Q2	$6K	Buy	+253	New	+$6.28K	﹤0.01%	4246

Other funds holding EUDG

BFG

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

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

OPA

Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services held its WisdomTree Europe Quality Dividend Growth Fund (EUDG) position steady in Q4 2019 at 150 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #4846.

Ladenburg Thalmann Financial Services first reported a position in EUDG in Q2 2017 and has held it in 9 quarters since. The position peaked at $16K in Q1 2019. 20 funds tracked by Wall St. Rank hold EUDG as of Q4 2019.

Ladenburg Thalmann Financial Services held 150 shares of WisdomTree Europe Quality Dividend Growth Fund worth $4K as of Q4 2019.
Ladenburg Thalmann Financial Services left its WisdomTree Europe Quality Dividend Growth Fund share count unchanged in Q4 2019.
WisdomTree Europe Quality Dividend Growth Fund made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4846 holding.
Ladenburg Thalmann Financial Services first reported a position in WisdomTree Europe Quality Dividend Growth Fund in Q2 2017 and has held it in 9 quarters since.
Ladenburg Thalmann Financial Services's WisdomTree Europe Quality Dividend Growth Fund position peaked at $16K in Q1 2019.
20 funds tracked by Wall St. Rank held WisdomTree Europe Quality Dividend Growth Fund as of Q4 2019.

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