LTFS
WCHN

Ladenburg Thalmann Financial Services’s WisdomTree ICBCCS S&P China 500 Fund WCHN Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio WCHN Stock Details WCHN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-204
Closed -$6K – 5589
2019
Q2 		$6K Buy
204
+1
+0.5% +$28 ﹤0.01% 4680
2019
Q1 		$6K Hold
203
– – ﹤0.01% 4615
2018
Q4 		$5K Hold
203
– – ﹤0.01% 4641
2018
Q3 		$5K Buy
203
+3
+2% +$81 ﹤0.01% 4638
2018
Q2 		$6K Hold
200
– – ﹤0.01% 4549
2018
Q1 		$6K Buy
+200
New +$6.57K ﹤0.01% 4549

Other funds holding WCHN

ZIG
Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ladenburg Thalmann Financial Services's WCHN Position: Q3 2019 in Review

Ladenburg Thalmann Financial Services sold out of WisdomTree ICBCCS S&P China 500 Fund (WCHN) in Q3 2019, closing a stake of 204 shares — an estimated $6K sold.

Ladenburg Thalmann Financial Services first reported a position in WCHN in Q1 2018 and held it in 6 quarters. The position peaked at $6K in Q2 2019. 8 funds tracked by Wall St. Rank hold WCHN as of Q3 2019.

  • Ladenburg Thalmann Financial Services reported no remaining WisdomTree ICBCCS S&P China 500 Fund position as of Q3 2019 after selling out during the quarter.
  • Ladenburg Thalmann Financial Services sold 204 WisdomTree ICBCCS S&P China 500 Fund shares in Q3 2019, an estimated $6K.
  • Ladenburg Thalmann Financial Services first reported a position in WisdomTree ICBCCS S&P China 500 Fund in Q1 2018 and held it in 6 quarters.
  • Ladenburg Thalmann Financial Services's WisdomTree ICBCCS S&P China 500 Fund position peaked at $6K in Q2 2019.
  • 8 funds tracked by Wall St. Rank held WisdomTree ICBCCS S&P China 500 Fund as of Q3 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q3 2019, filed 14 Nov 2019.