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BB&T Investment Services’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

BB&T Investment Services’s Portfolio IHDG Stock Details IHDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$162K Buy
5,160
+1,122
+28% +$35.2K 0.03% 315
2017
Q3 		$124K Buy
4,038
+1,596
+65% +$47.8K 0.02% 331
2017
Q2 		$71K Buy
2,442
+1,151
+89% +$34.2K 0.02% 396
2017
Q1 		$36K Buy
1,291
+419
+48% +$11.5K 0.01% 437
2016
Q4 		$23K Buy
+872
New +$22.5K 0.02% 400

Other funds holding IHDG

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

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

BB&T Investment Services increased its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 28% in Q4 2017, buying an estimated $35.2K and bringing the position to 5,160 shares worth $162K. The position accounts for 0.03% of the portfolio, ranked #315.

BB&T Investment Services first reported a position in IHDG in Q4 2016 and has held it in 5 quarters since. 81 funds tracked by Wall St. Rank hold IHDG as of Q4 2017.

  • BB&T Investment Services held 5,160 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $162K as of Q4 2017.
  • BB&T Investment Services bought 1,122 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q4 2017, an estimated $35.2K.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up 0.03% of BB&T Investment Services's portfolio in Q4 2017, its #315 holding.
  • BB&T Investment Services first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2016 and has held it in 5 quarters since.
  • 81 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q4 2017.

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