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BB&T Securities’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

BB&T Securities’s Portfolio EES Stock Details EES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-16,103
Closed -$577K – 1637
2019
Q2 		$577K Sell
16,103
-3,470
-18% -$125K 0.01% 1039
2019
Q1 		$706K Buy
19,573
+651
+3% +$23.5K 0.01% 942
2018
Q4 		$606K Buy
18,922
+3,756
+25% +$134K 0.01% 910
2018
Q3 		$604K Buy
15,166
+8,895
+142% +$356K 0.01% 1000
2018
Q2 		$242K Buy
+6,271
New +$236K ﹤0.01% 1372

Other funds holding EES

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $735M AUM 21.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HFA
Huber Financial Advisors Lincolnshire, Illinois $267M AUM 9.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return

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

BB&T Securities sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q3 2019, closing a stake of 16,103 shares — an estimated $577K sold.

BB&T Securities first reported a position in EES in Q2 2018 and held it in 5 quarters. The position peaked at $706K in Q1 2019. 122 funds tracked by Wall St. Rank hold EES as of Q3 2019.

  • BB&T Securities reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q3 2019 after selling out during the quarter.
  • BB&T Securities sold 16,103 WisdomTree US SmallCap Earnings Fund shares in Q3 2019, an estimated $577K.
  • BB&T Securities first reported a position in WisdomTree US SmallCap Earnings Fund in Q2 2018 and held it in 5 quarters.
  • BB&T Securities's WisdomTree US SmallCap Earnings Fund position peaked at $706K in Q1 2019.
  • 122 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q3 2019.

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