BB&T Securities’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$8.64M	Buy	191,636 +38,657	+25%	+$1.71M	0.08%	299
2019 Q2	$6.68M	Buy	152,979 +118,866	+348%	+$5.15M	0.06%	346
2019 Q1	$1.47M	Buy	+34,113	New	+$1.41M	0.01%	672
2018 Q4	–	Sell	-5,122	Closed	-$227K	–	1507
2018 Q3	$227K	Buy	+5,122	New	+$221K	﹤0.01%	1431

Other funds holding DGRW

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HFA

Huber Financial Advisors Lincolnshire, Illinois $267M AUM 9.28% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

TLIC

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.09B AUM 26.68% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

BB&T Securities increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 25% in Q3 2019, buying an estimated $1.71M and bringing the position to 191,636 shares worth $8.64M. The position accounts for 0.08% of the portfolio, ranked #299.

BB&T Securities first reported a position in DGRW in Q3 2018 and has held it in 4 quarters since. 212 funds tracked by Wall St. Rank hold DGRW as of Q3 2019.

BB&T Securities held 191,636 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $8.64M as of Q3 2019.
BB&T Securities bought 38,657 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2019, an estimated $1.71M.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.08% of BB&T Securities's portfolio in Q3 2019, its #299 holding.
BB&T Securities first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2018 and has held it in 4 quarters since.
212 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2019.

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