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BB&T Investment Services’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

BB&T Investment Services’s Portfolio DES Stock Details DES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$25K Hold
843
– – ﹤0.01% 735
2017
Q3 		$25K Buy
843
+348
+70% +$9.3K 0.01% 668
2017
Q2 		$13K Buy
+495
New +$13.3K ﹤0.01% 732

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

BB&T Investment Services held its WisdomTree US SmallCap Dividend Fund (DES) position steady in Q4 2017 at 843 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #735.

BB&T Investment Services first reported a position in DES in Q2 2017 and has held it in 3 quarters since. 227 funds tracked by Wall St. Rank hold DES as of Q4 2017.

  • BB&T Investment Services held 843 shares of WisdomTree US SmallCap Dividend Fund worth $25K as of Q4 2017.
  • BB&T Investment Services left its WisdomTree US SmallCap Dividend Fund share count unchanged in Q4 2017.
  • WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of BB&T Investment Services's portfolio in Q4 2017, its #735 holding.
  • BB&T Investment Services first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2017 and has held it in 3 quarters since.
  • 227 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2017.

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