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BB&T Investment Services’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

BB&T Investment Services’s Portfolio DEM Stock Details DEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$85K Sell
1,774
-240
-12% -$10.5K 0.01% 447
2017
Q3 		$92K Buy
2,014
+133
+7% +$5.73K 0.02% 389
2017
Q2 		$80K Buy
1,881
+985
+110% +$40.4K 0.02% 370
2017
Q1 		$37K Buy
896
+471
+111% +$18.8K 0.01% 429
2016
Q4 		$16K Buy
+425
New +$15.9K 0.01% 453

Other funds holding DEM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CC
Cornerstone Capital Palo Alto, California $1B AUM 21.47% 1-Year Est. Return

BB&T Investment Services's DEM Position: Q4 2017 in Review

BB&T Investment Services reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 12% in Q4 2017, selling an estimated $10.5K and leaving 1,774 shares worth $85K. The position accounts for 0.01% of the portfolio, ranked #447.

BB&T Investment Services first reported a position in DEM in Q4 2016 and has held it in 5 quarters since. The position peaked at $92K in Q3 2017. 226 funds tracked by Wall St. Rank hold DEM as of Q4 2017.

  • BB&T Investment Services held 1,774 shares of WisdomTree Emerging Markets High Dividend Fund worth $85K as of Q4 2017.
  • BB&T Investment Services sold 240 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2017, an estimated $10.5K.
  • WisdomTree Emerging Markets High Dividend Fund made up 0.01% of BB&T Investment Services's portfolio in Q4 2017, its #447 holding.
  • BB&T Investment Services first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2016 and has held it in 5 quarters since.
  • BB&T Investment Services's WisdomTree Emerging Markets High Dividend Fund position peaked at $92K in Q3 2017.
  • 226 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.