Ladenburg Thalmann Financial Services’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$25K	Sell	630 -174	-22%	-$8.97K	﹤0.01%	4016
2019 Q3	$41K	Sell	804 -22,634	-97%	-$1.16M	﹤0.01%	3587
2019 Q2	$1.2M	Buy	23,438 +23,299	+16,762%	+$1.19M	0.01%	1097
2019 Q1	$7K	Hold	139	–	–	﹤0.01%	4548
2018 Q4	$7K	Buy	+139	New	+$6.83K	﹤0.01%	4473

Other funds holding QHY

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

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

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services reduced its WisdomTree U.S. High Yield Corporate Bond Fund (QHY) stake by 22% in Q4 2019, selling an estimated $8.97K and leaving 630 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #4016.

Ladenburg Thalmann Financial Services first reported a position in QHY in Q4 2018 and has held it in 5 quarters since. The position peaked at $1.2M in Q2 2019. 18 funds tracked by Wall St. Rank hold QHY as of Q4 2019.

Ladenburg Thalmann Financial Services held 630 shares of WisdomTree U.S. High Yield Corporate Bond Fund worth $25K as of Q4 2019.
Ladenburg Thalmann Financial Services sold 174 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q4 2019, an estimated $8.97K.
WisdomTree U.S. High Yield Corporate Bond Fund made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4016 holding.
Ladenburg Thalmann Financial Services first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q4 2018 and has held it in 5 quarters since.
Ladenburg Thalmann Financial Services's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $1.2M in Q2 2019.
18 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q4 2019.

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