Ladenburg Thalmann Financial Services’s WisdomTree Middle East Dividend Fund GULF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$0	Sell	40 -1,110	-97%	-$21.7K	﹤0.01%	5638
2019 Q3	$23K	Sell	1,150 -1,562	-58%	-$31.8K	﹤0.01%	3969
2019 Q2	$55K	Buy	+2,712	New	+$56.3K	﹤0.01%	3398
2018 Q4	–	Sell	-41,951	Closed	-$796K	–	5442
2018 Q3	$796K	Sell	41,951 -2,398	-5%	-$46.1K	0.01%	1272
2018 Q2	$832K	Hold	44,349	–	–	0.01%	1182
2018 Q1	$832K	Buy	44,349 +13,468	+44%	+$248K	0.01%	1182
2017 Q4	$544K	Buy	30,881 +28,362	+1,126%	+$486K	0.01%	1486
2017 Q3	$44K	Buy	+2,519	New	+$43.9K	﹤0.01%	3179
2016 Q4	–	Sell	-5,000	Closed	-$84K	–	5003
2016 Q3	$84K	Buy	+5,000	New	+$84.1K	﹤0.01%	2387

Other funds holding GULF

Cabana LLC Fayetteville, Arkansas $13.3M AUM 22.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 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

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return

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

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

Ladenburg Thalmann Financial Services reduced its WisdomTree Middle East Dividend Fund (GULF) stake by 97% in Q4 2019, selling an estimated $21.7K and leaving 40 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #5638.

Ladenburg Thalmann Financial Services first reported a position in GULF in Q3 2016 and has held it in 9 quarters since. The position peaked at $832K in Q2 2018. 14 funds tracked by Wall St. Rank hold GULF as of Q4 2019.

Ladenburg Thalmann Financial Services held 40 shares of WisdomTree Middle East Dividend Fund worth $0 as of Q4 2019.
Ladenburg Thalmann Financial Services sold 1,110 WisdomTree Middle East Dividend Fund shares in Q4 2019, an estimated $21.7K.
WisdomTree Middle East Dividend Fund made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #5638 holding.
Ladenburg Thalmann Financial Services first reported a position in WisdomTree Middle East Dividend Fund in Q3 2016 and has held it in 9 quarters since.
Ladenburg Thalmann Financial Services's WisdomTree Middle East Dividend Fund position peaked at $832K in Q2 2018.
14 funds tracked by Wall St. Rank held WisdomTree Middle East Dividend Fund as of Q4 2019.

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