BB&T Securities’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

BB&T Securities’s Portfolio DEM Stock Details DEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$602K	Sell	14,459 -4,807	-25%	-$206K	0.01%	1013
2019 Q2	$860K	Buy	19,266 +2,807	+17%	+$123K	0.01%	882
2019 Q1	$721K	Buy	16,459 +11,346	+222%	+$490K	0.01%	932
2018 Q4	$205K	Sell	5,113 -57	-1%	-$2.34K	﹤0.01%	1351
2018 Q3	$225K	Buy	+5,170	New	+$225K	﹤0.01%	1436
2018 Q2	–	Sell	-4,705	Closed	-$224K	–	1558
2018 Q1	$224K	Buy	+4,705	New	+$225K	﹤0.01%	1350

Other funds holding DEM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

BB&T Securities's DEM Position: Q3 2019 in Review

BB&T Securities reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 25% in Q3 2019, selling an estimated $206K and leaving 14,459 shares worth $602K. The position accounts for 0.01% of the portfolio, ranked #1013.

BB&T Securities first reported a position in DEM in Q1 2018 and has held it in 6 quarters since. The position peaked at $860K in Q2 2019. 249 funds tracked by Wall St. Rank hold DEM as of Q3 2019.

BB&T Securities held 14,459 shares of WisdomTree Emerging Markets High Dividend Fund worth $602K as of Q3 2019.
BB&T Securities sold 4,807 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2019, an estimated $206K.
WisdomTree Emerging Markets High Dividend Fund made up 0.01% of BB&T Securities's portfolio in Q3 2019, its #1013 holding.
BB&T Securities first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2018 and has held it in 6 quarters since.
BB&T Securities's WisdomTree Emerging Markets High Dividend Fund position peaked at $860K in Q2 2019.
249 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2019.

Based on BB&T Securities's 13F filing for Q3 2019, filed 30 Oct 2019.