BB&T Investment Services’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

BB&T Investment Services’s Portfolio DFE Stock Details DFE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	$77K	Hold	1,088	–	–	0.01%	471
2017 Q3	$76K	Hold	1,088	–	–	0.02%	423
2017 Q2	$70K	Hold	1,088	–	–	0.02%	398
2017 Q1	$65K	Hold	1,088	–	–	0.03%	326
2016 Q4	$60K	Buy	+1,088	New	+$58.2K	0.04%	269

Other funds holding DFE

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return

VSWA

Vontobel Swiss Wealth Advisors Zurich, Switzerland $195M AUM 43.77% 1-Year Est. Return

BCI

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

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

BB&T Investment Services held its WisdomTree Europe SmallCap Dividend Fund (DFE) position steady in Q4 2017 at 1,088 shares worth $77K. The position accounts for 0.01% of the portfolio, ranked #471.

BB&T Investment Services first reported a position in DFE in Q4 2016 and has held it in 5 quarters since. 131 funds tracked by Wall St. Rank hold DFE as of Q4 2017.

BB&T Investment Services held 1,088 shares of WisdomTree Europe SmallCap Dividend Fund worth $77K as of Q4 2017.
BB&T Investment Services left its WisdomTree Europe SmallCap Dividend Fund share count unchanged in Q4 2017.
WisdomTree Europe SmallCap Dividend Fund made up 0.01% of BB&T Investment Services's portfolio in Q4 2017, its #471 holding.
BB&T Investment Services first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2016 and has held it in 5 quarters since.
131 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q4 2017.

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