LTFS
SFHY

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

Ladenburg Thalmann Financial Services’s Portfolio SFHY Stock Details SFHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$60K Sell
1,245
-49
-4% -$2.46K ﹤0.01% 3391
2019
Q3 		$65K Buy
1,294
+100
+8% +$5.03K ﹤0.01% 3253
2019
Q2 		$60K Hold
1,194
– – ﹤0.01% 3344
2019
Q1 		$60K Hold
1,194
– – ﹤0.01% 3284
2018
Q4 		$58K Buy
+1,194
New +$59.2K ﹤0.01% 3156

Other funds holding SFHY

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
LFG
LifePlan Financial Group Dayton, Ohio $232M AUM 8.43% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services reduced its WisdomTree U.S. Short Term High Yield Corporate Bond Fund (SFHY) stake by 3.8% in Q4 2019, selling an estimated $2.46K and leaving 1,245 shares worth $60K. The position accounts for ﹤0.01% of the portfolio, ranked #3391.

Ladenburg Thalmann Financial Services first reported a position in SFHY in Q4 2018 and has held it in 5 quarters since. The position peaked at $65K in Q3 2019. 13 funds tracked by Wall St. Rank hold SFHY as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 1,245 shares of WisdomTree U.S. Short Term High Yield Corporate Bond Fund worth $60K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 49 WisdomTree U.S. Short Term High Yield Corporate Bond Fund shares in Q4 2019, an estimated $2.46K.
  • WisdomTree U.S. Short Term High Yield Corporate Bond Fund made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3391 holding.
  • Ladenburg Thalmann Financial Services first reported a position in WisdomTree U.S. Short Term High Yield Corporate Bond Fund in Q4 2018 and has held it in 5 quarters since.
  • Ladenburg Thalmann Financial Services's WisdomTree U.S. Short Term High Yield Corporate Bond Fund position peaked at $65K in Q3 2019.
  • 13 funds tracked by Wall St. Rank held WisdomTree U.S. Short Term 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.