Ladenburg Thalmann Financial Services’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$4.42M	Buy	+137,133	New	+$4.16M	0.03%	533
2019 Q3	–	Sell	-106	Closed	-$3K	–	5357
2019 Q2	$3K	Hold	106	–	–	﹤0.01%	4875
2019 Q1	$3K	Hold	106	–	–	﹤0.01%	4825
2018 Q4	$3K	Hold	106	–	–	﹤0.01%	4769
2018 Q3	$3K	Hold	106	–	–	﹤0.01%	4775
2018 Q2	$3K	Hold	106	–	–	﹤0.01%	4761
2018 Q1	$3K	Sell	106 -116	-52%	-$3.62K	﹤0.01%	4761
2017 Q4	$7K	Sell	222 -125	-36%	-$3.78K	﹤0.01%	4372
2017 Q3	$10K	Hold	347	–	–	﹤0.01%	4083
2017 Q2	$10K	Buy	+347	New	+$9.69K	﹤0.01%	4005

Other funds holding IQDG

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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Surevest Los Angeles, California $368M AUM 13.7% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

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

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

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

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services opened a new position in WisdomTree International Quality Dividend Growth Fund (IQDG) in Q4 2019: 137,133 shares worth $4.42M. The stake represents 0.03% of the portfolio and ranks #533 among its holdings. This is a return to the name: Ladenburg Thalmann Financial Services previously reported a position in IQDG as recently as Q2 2019.

Ladenburg Thalmann Financial Services first reported a position in IQDG in Q2 2017 and has held it in 10 quarters since. 22 funds tracked by Wall St. Rank hold IQDG as of Q4 2019.

Ladenburg Thalmann Financial Services held 137,133 shares of WisdomTree International Quality Dividend Growth Fund worth $4.42M as of Q4 2019.
WisdomTree International Quality Dividend Growth Fund was a new Ladenburg Thalmann Financial Services position in Q4 2019.
WisdomTree International Quality Dividend Growth Fund made up 0.03% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #533 holding.
Ladenburg Thalmann Financial Services first reported a position in WisdomTree International Quality Dividend Growth Fund in Q2 2017 and has held it in 10 quarters since.
22 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q4 2019.

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