BB&T Investment Services’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	$391K	Buy	8,508 +2,004	+31%	+$89.8K	0.07%	228
2017 Q3	$282K	Buy	6,504 +2,444	+60%	+$104K	0.06%	238
2017 Q2	$169K	Buy	4,060 +2,336	+135%	+$97.6K	0.04%	271
2017 Q1	$71K	Buy	1,724 +448	+35%	+$18.4K	0.03%	313
2016 Q4	$51K	Buy	+1,276	New	+$49.5K	0.04%	294

Other funds holding DLN

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

RIG

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

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

Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

EWM

Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return

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

GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BB&T Investment Services increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 31% in Q4 2017, buying an estimated $89.8K and bringing the position to 8,508 shares worth $391K. The position accounts for 0.07% of the portfolio, ranked #228.

BB&T Investment Services first reported a position in DLN in Q4 2016 and has held it in 5 quarters since. 191 funds tracked by Wall St. Rank hold DLN as of Q4 2017.

BB&T Investment Services held 8,508 shares of WisdomTree US LargeCap Dividend Fund worth $391K as of Q4 2017.
BB&T Investment Services bought 2,004 WisdomTree US LargeCap Dividend Fund shares in Q4 2017, an estimated $89.8K.
WisdomTree US LargeCap Dividend Fund made up 0.07% of BB&T Investment Services's portfolio in Q4 2017, its #228 holding.
BB&T Investment Services first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2016 and has held it in 5 quarters since.
191 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2017.

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