BB&T Investment Services’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	$39K	Buy	459 +41	+10%	+$3.19K	0.01%	610
2017 Q3	$33K	Buy	418 +58	+16%	+$4.2K	0.01%	599
2017 Q2	$25K	Buy	360 +133	+59%	+$9.14K	0.01%	614
2017 Q1	$15K	Sell	227 -13	-5%	-$855	0.01%	649
2016 Q4	$15K	Buy	+240	New	+$14.9K	0.01%	461

Other funds holding DFJ

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

MWAC

Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio $1.81B AUM 13.11% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

MFWM

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

BB&T Investment Services increased its WisdomTree Japan SmallCap Dividend Fund (DFJ) stake by 9.8% in Q4 2017, buying an estimated $3.19K and bringing the position to 459 shares worth $39K. The position accounts for 0.01% of the portfolio, ranked #610.

BB&T Investment Services first reported a position in DFJ in Q4 2016 and has held it in 5 quarters since. 85 funds tracked by Wall St. Rank hold DFJ as of Q4 2017.

BB&T Investment Services held 459 shares of WisdomTree Japan SmallCap Dividend Fund worth $39K as of Q4 2017.
BB&T Investment Services bought 41 WisdomTree Japan SmallCap Dividend Fund shares in Q4 2017, an estimated $3.19K.
WisdomTree Japan SmallCap Dividend Fund made up 0.01% of BB&T Investment Services's portfolio in Q4 2017, its #610 holding.
BB&T Investment Services first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q4 2016 and has held it in 5 quarters since.
85 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q4 2017.

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