Ladenburg Thalmann Financial Services’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$376K	Buy	12,080 +1,285	+12%	+$39.1K	﹤0.01%	2041
2019 Q3	$316K	Buy	10,795 +1,446	+15%	+$42.8K	﹤0.01%	2127
2019 Q2	$285K	Buy	9,349 +350	+4%	+$11K	﹤0.01%	2194
2019 Q1	$290K	Buy	8,999 +909	+11%	+$27.7K	﹤0.01%	2119
2018 Q4	$225K	Sell	8,090 -604	-7%	-$17K	﹤0.01%	2158
2018 Q3	$256K	Sell	8,694 -7,400	-46%	-$223K	﹤0.01%	2121
2018 Q2	$518K	Hold	16,094	–	–	﹤0.01%	1542
2018 Q1	$518K	Buy	16,094 +939	+6%	+$30.7K	﹤0.01%	1542
2017 Q4	$494K	Buy	15,155 +207	+1%	+$6.64K	﹤0.01%	1561
2017 Q3	$473K	Buy	14,948 +510	+4%	+$15.8K	0.01%	1511
2017 Q2	$425K	Buy	14,438 +300	+2%	+$8.87K	0.01%	1483
2017 Q1	$399K	Buy	14,138 +2,493	+21%	+$67.3K	0.01%	1445
2016 Q4	$294K	Hold	11,645	–	–	﹤0.01%	1572
2016 Q3	$335K	Sell	11,645 -770	-6%	-$22.1K	0.01%	1419
2016 Q2	$337K	Hold	12,415	–	–	0.01%	1357
2016 Q1	$338K	Hold	12,415	–	–	0.01%	1260
2015 Q4	$324K	Buy	+12,415	New	+$334K	0.01%	1272
2015 Q2	–	Sell	-5,349	Closed	-$159K	–	4769
2015 Q1	$159K	Buy	+5,349	New	+$157K	﹤0.01%	1749

Other funds holding WTRE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

WIA

Wealthstreet Investment Advisors Dallas, Texas $3.71M AUM 13.1% 1-Year Est. Return

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services increased its WisdomTree New Economy Real Estate Fund (WTRE) stake by 12% in Q4 2019, buying an estimated $39.1K and bringing the position to 12,080 shares worth $376K. The position accounts for ﹤0.01% of the portfolio, ranked #2041.

Ladenburg Thalmann Financial Services first reported a position in WTRE in Q1 2015 and has held it in 18 quarters since. The position peaked at $518K in Q2 2018. 43 funds tracked by Wall St. Rank hold WTRE as of Q4 2019.

Ladenburg Thalmann Financial Services held 12,080 shares of WisdomTree New Economy Real Estate Fund worth $376K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 1,285 WisdomTree New Economy Real Estate Fund shares in Q4 2019, an estimated $39.1K.
WisdomTree New Economy Real Estate Fund made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2041 holding.
Ladenburg Thalmann Financial Services first reported a position in WisdomTree New Economy Real Estate Fund in Q1 2015 and has held it in 18 quarters since.
Ladenburg Thalmann Financial Services's WisdomTree New Economy Real Estate Fund position peaked at $518K in Q2 2018.
43 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q4 2019.

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