LTFS
QSIG

Ladenburg Thalmann Financial Services’s WisdomTree U.S. Short Term Corporate Bond Fund QSIG Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio QSIG Stock Details QSIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$3K Sell
207
-18
-8% -$914 ﹤0.01% 4990
2019
Q3 		$12K Buy
+225
New +$11.4K ﹤0.01% 4321

Other funds holding QSIG

PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services reduced its WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) stake by 8% in Q4 2019, selling an estimated $914 and leaving 207 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #4990.

Ladenburg Thalmann Financial Services first reported a position in QSIG in Q3 2019 and has held it in 2 quarters since. The position peaked at $12K in Q3 2019. 11 funds tracked by Wall St. Rank hold QSIG as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 207 shares of WisdomTree U.S. Short Term Corporate Bond Fund worth $3K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 18 WisdomTree U.S. Short Term Corporate Bond Fund shares in Q4 2019, an estimated $914.
  • WisdomTree U.S. Short Term Corporate Bond Fund made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4990 holding.
  • Ladenburg Thalmann Financial Services first reported a position in WisdomTree U.S. Short Term Corporate Bond Fund in Q3 2019 and has held it in 2 quarters since.
  • Ladenburg Thalmann Financial Services's WisdomTree U.S. Short Term Corporate Bond Fund position peaked at $12K in Q3 2019.
  • 11 funds tracked by Wall St. Rank held WisdomTree U.S. Short Term Corporate Bond Fund as of Q4 2019.

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