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BB&T Securities’s WisdomTree US MidCap Fund EZM Stock Holding History

BB&T Securities’s Portfolio EZM Stock Details EZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$706K Sell
17,841
-4,103
-19% -$161K 0.01% 955
2019
Q2 		$877K Buy
21,944
+868
+4% +$34.4K 0.01% 870
2019
Q1 		$829K Sell
21,076
-916
-4% -$35.4K 0.01% 881
2018
Q4 		$754K Sell
21,992
-2,304
-9% -$86.6K 0.01% 826
2018
Q3 		$1M Hold
24,296
– – 0.01% 816
2018
Q2 		$975K Sell
24,296
-314
-1% -$12.5K 0.01% 817
2018
Q1 		$951K Buy
24,610
+188
+0.8% +$7.47K 0.01% 797
2017
Q4 		$969K Buy
24,422
+734
+3% +$28.2K 0.01% 759
2017
Q3 		$882K Buy
23,688
+1,100
+5% +$39.6K 0.01% 791
2017
Q2 		$808K Buy
22,588
+2,797
+14% +$99.2K 0.01% 812
2017
Q1 		$698K Buy
19,791
+2,772
+16% +$97.1K 0.01% 776
2016
Q4 		$542K Hold
17,019
– – 0.01% 807
2016
Q3 		$542K Buy
17,019
+222
+1% +$7.02K 0.01% 806
2016
Q2 		$511K Hold
16,797
– – 0.01% 790
2016
Q1 		$504K Sell
16,797
-12,147
-42% -$338K 0.01% 774
2015
Q4 		$840K Hold
28,944
– – 0.02% 576
2015
Q3 		$828K Buy
28,944
+3,600
+14% +$110K 0.02% 558
2015
Q2 		$802K Buy
25,344
+3,720
+17% +$120K 0.02% 593
2015
Q1 		$696K Buy
21,624
+6,537
+43% +$204K 0.02% 620
2014
Q4 		$466K Buy
15,087
+2,430
+19% +$72.9K 0.01% 726
2014
Q3 		$369K Sell
12,657
-150
-1% -$4.54K 0.01% 790
2014
Q2 		$395K Hold
12,807
– – 0.01% 718
2014
Q1 		$379K Buy
12,807
+2,238
+21% +$64.5K 0.01% 678
2013
Q4 		$305K Buy
10,569
+1,500
+17% +$41.4K 0.01% 711
2013
Q3 		$238K Sell
9,069
-150
-2% -$3.84K 0.01% 721
2013
Q2 		$221K Buy
+9,219
New +$219K 0.01% 715

Other funds holding EZM

SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TLIC
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.09B AUM 26.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

BB&T Securities reduced its WisdomTree US MidCap Fund (EZM) stake by 19% in Q3 2019, selling an estimated $161K and leaving 17,841 shares worth $706K. The position accounts for 0.01% of the portfolio, ranked #955.

BB&T Securities first reported a position in EZM in Q2 2013 and has held it in 26 quarters since. The position peaked at $1M in Q3 2018. 139 funds tracked by Wall St. Rank hold EZM as of Q3 2019.

  • BB&T Securities held 17,841 shares of WisdomTree US MidCap Fund worth $706K as of Q3 2019.
  • BB&T Securities sold 4,103 WisdomTree US MidCap Fund shares in Q3 2019, an estimated $161K.
  • WisdomTree US MidCap Fund made up 0.01% of BB&T Securities's portfolio in Q3 2019, its #955 holding.
  • BB&T Securities first reported a position in WisdomTree US MidCap Fund in Q2 2013 and has held it in 26 quarters since.
  • BB&T Securities's WisdomTree US MidCap Fund position peaked at $1M in Q3 2018.
  • 139 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2019.

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