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Ladenburg Thalmann Financial Services’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio NTSX Stock Details NTSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$28K Buy
935
+8
+0.9% +$229 ﹤0.01% 3935
2019
Q3 		$26K Buy
+927
New +$25.6K ﹤0.01% 3872

Other funds holding NTSX

BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
RF
RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services increased its WisdomTree US Efficient Core Fund (NTSX) stake by 0.86% in Q4 2019, buying an estimated $229 and bringing the position to 935 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #3935.

Ladenburg Thalmann Financial Services first reported a position in NTSX in Q3 2019 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold NTSX as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 935 shares of WisdomTree US Efficient Core Fund worth $28K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 8 WisdomTree US Efficient Core Fund shares in Q4 2019, an estimated $229.
  • WisdomTree US Efficient Core Fund made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3935 holding.
  • Ladenburg Thalmann Financial Services first reported a position in WisdomTree US Efficient Core Fund in Q3 2019 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q4 2019.

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