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BB&T Investment Services’s WisdomTree Europe Quality Dividend Growth Fund EUDG Stock Holding History

BB&T Investment Services’s Portfolio EUDG Stock Details EUDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$60K Hold
2,250
– – 0.01% 533
2017
Q3 		$60K Hold
2,250
– – 0.01% 485
2017
Q2 		$56K Hold
2,250
– – 0.01% 443
2017
Q1 		$52K Hold
2,250
– – 0.02% 358
2016
Q4 		$48K Buy
+2,250
New +$47.1K 0.04% 304

Other funds holding EUDG

BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

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

BB&T Investment Services held its WisdomTree Europe Quality Dividend Growth Fund (EUDG) position steady in Q4 2017 at 2,250 shares worth $60K. The position accounts for 0.01% of the portfolio, ranked #533.

BB&T Investment Services first reported a position in EUDG in Q4 2016 and has held it in 5 quarters since. 15 funds tracked by Wall St. Rank hold EUDG as of Q4 2017.

  • BB&T Investment Services held 2,250 shares of WisdomTree Europe Quality Dividend Growth Fund worth $60K as of Q4 2017.
  • BB&T Investment Services left its WisdomTree Europe Quality Dividend Growth Fund share count unchanged in Q4 2017.
  • WisdomTree Europe Quality Dividend Growth Fund made up 0.01% of BB&T Investment Services's portfolio in Q4 2017, its #533 holding.
  • BB&T Investment Services first reported a position in WisdomTree Europe Quality Dividend Growth Fund in Q4 2016 and has held it in 5 quarters since.
  • 15 funds tracked by Wall St. Rank held WisdomTree Europe Quality Dividend Growth Fund as of Q4 2017.

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