Ladenburg Thalmann Financial Services’s WisdomTree Emerging Markets ESG Fund RESE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$0	Hold	1	–	–	﹤0.01%	5555
2019 Q3	$0	Sell	1 -1,593	-100%	-$48.6K	﹤0.01%	5504
2019 Q2	$50K	Sell	1,594 -440	-22%	-$13.7K	﹤0.01%	3470
2019 Q1	$64K	Buy	2,034 +834	+70%	+$25.6K	﹤0.01%	3236
2018 Q4	$34K	Sell	1,200 -68	-5%	-$1.99K	﹤0.01%	3528
2018 Q3	$40K	Buy	1,268 +45	+4%	+$1.41K	﹤0.01%	3478
2018 Q2	$42K	Hold	1,223	–	–	﹤0.01%	3385
2018 Q1	$42K	Buy	1,223 +1,014	+485%	+$35.4K	﹤0.01%	3385
2017 Q4	$7K	Buy	+209	New	+$6.76K	﹤0.01%	4397

Other funds holding RESE

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

VNA

Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return

SIAS

Shine Investment Advisory Services Lone Tree, Colorado $295M AUM 8.85% 1-Year Est. Return

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

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

Ladenburg Thalmann Financial Services held its WisdomTree Emerging Markets ESG Fund (RESE) position steady in Q4 2019 at 1 share worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #5555.

Ladenburg Thalmann Financial Services first reported a position in RESE in Q4 2017 and has held it in 9 quarters since. The position peaked at $64K in Q1 2019. 21 funds tracked by Wall St. Rank hold RESE as of Q4 2019.

Ladenburg Thalmann Financial Services held 1 share of WisdomTree Emerging Markets ESG Fund worth $0 as of Q4 2019.
Ladenburg Thalmann Financial Services left its WisdomTree Emerging Markets ESG Fund share count unchanged in Q4 2019.
WisdomTree Emerging Markets ESG Fund made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #5555 holding.
Ladenburg Thalmann Financial Services first reported a position in WisdomTree Emerging Markets ESG Fund in Q4 2017 and has held it in 9 quarters since.
Ladenburg Thalmann Financial Services's WisdomTree Emerging Markets ESG Fund position peaked at $64K in Q1 2019.
21 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ESG Fund as of Q4 2019.

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