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Ladenburg Thalmann Financial Services’s WisdomTree WT Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio WT Stock Details WT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$17K Sell
3,612
-1,140
-24% -$5.66K ﹤0.01% 4234
2019
Q3 		$25K Sell
4,752
-883
-16% -$4.99K ﹤0.01% 3905
2019
Q2 		$35K Buy
5,635
+500
+10% +$3.39K ﹤0.01% 3712
2019
Q1 		$37K Sell
5,135
-918
-15% -$6.32K ﹤0.01% 3612
2018
Q4 		$40K Buy
6,053
+5,053
+505% +$36.7K ﹤0.01% 3418
2018
Q3 		$8K Sell
1,000
-617
-38% -$5.24K ﹤0.01% 4406
2018
Q2 		$16K Hold
1,617
– – ﹤0.01% 3974
2018
Q1 		$16K Buy
1,617
+287
+22% +$3.1K ﹤0.01% 3974
2017
Q4 		$17K Sell
1,330
-447
-25% -$5.13K ﹤0.01% 3896
2017
Q3 		$18K Buy
1,777
+801
+82% +$7.75K ﹤0.01% 3752
2017
Q2 		$10K Sell
976
-122
-11% -$1.13K ﹤0.01% 4027
2017
Q1 		$10K Sell
1,098
-4,586
-81% -$44.4K ﹤0.01% 4004
2016
Q4 		$63K Sell
5,684
-684
-11% -$7.13K ﹤0.01% 2680
2016
Q3 		$66K Buy
6,368
+4,004
+169% +$41.7K ﹤0.01% 2577
2016
Q2 		$23K Sell
2,364
-15
-0.6% -$165 ﹤0.01% 3256
2016
Q1 		$27K Buy
2,379
+1,007
+73% +$12.1K ﹤0.01% 3046
2015
Q4 		$21K Buy
1,372
+248
+22% +$4.55K ﹤0.01% 3201
2015
Q3 		$18K Sell
1,124
-98
-8% -$2.06K ﹤0.01% 3183
2015
Q2 		$27K Buy
1,222
+21
+2% +$443 ﹤0.01% 3047
2015
Q1 		$26K Sell
1,201
-361
-23% -$6.74K ﹤0.01% 3029
2014
Q4 		$25K Sell
1,562
-138
-8% -$1.92K ﹤0.01% 2843
2014
Q3 		$19K Hold
1,700
– – ﹤0.01% 2719
2014
Q2 		$21K Sell
1,700
-2,112
-55% -$23.9K ﹤0.01% 2641
2014
Q1 		$50K Sell
3,812
-28,483
-88% -$435K ﹤0.01% 1977
2013
Q4 		$572K Buy
32,295
+30,195
+1,438% +$430K 0.02% 649
2013
Q3 		$24K Sell
2,100
-200
-9% -$2.42K ﹤0.01% 2334
2013
Q2 		$27K Buy
+2,300
New +$26.9K ﹤0.01% 2163

Other funds holding WT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services reduced its WisdomTree (WT) stake by 24% in Q4 2019, selling an estimated $5.66K and leaving 3,612 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #4234.

Ladenburg Thalmann Financial Services first reported a position in WT in Q2 2013 and has held it in 27 quarters since. The position peaked at $572K in Q4 2013. 168 funds tracked by Wall St. Rank hold WT as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 3,612 shares of WisdomTree worth $17K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 1,140 WisdomTree shares in Q4 2019, an estimated $5.66K.
  • WisdomTree made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4234 holding.
  • Ladenburg Thalmann Financial Services first reported a position in WisdomTree in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's WisdomTree position peaked at $572K in Q4 2013.
  • 168 funds tracked by Wall St. Rank held WisdomTree as of Q4 2019.

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