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BB&T Securities’s WisdomTree US Multifactor Fund USMF Stock Holding History

BB&T Securities’s Portfolio USMF Stock Details USMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$2.03M Sell
67,026
-16,663
-20% -$506K 0.02% 573
2019
Q2 		$2.52M Hold
83,689
– – 0.02% 524
2019
Q1 		$2.42M Buy
83,689
+29,109
+53% +$823K 0.02% 523
2018
Q4 		$1.43M Buy
+54,580
New +$1.55M 0.02% 626

Other funds holding USMF

SFSG
Stearns Financial Services Group Greensboro, North Carolina $639M AUM 11.66% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WFWM
Wechter Feldman Wealth Management Parsippany, New Jersey $143M AUM 25.17% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return

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

BB&T Securities reduced its WisdomTree US Multifactor Fund (USMF) stake by 20% in Q3 2019, selling an estimated $506K and leaving 67,026 shares worth $2.03M. The position accounts for 0.02% of the portfolio, ranked #573.

BB&T Securities first reported a position in USMF in Q4 2018 and has held it in 4 quarters since. The position peaked at $2.52M in Q2 2019. 35 funds tracked by Wall St. Rank hold USMF as of Q3 2019.

  • BB&T Securities held 67,026 shares of WisdomTree US Multifactor Fund worth $2.03M as of Q3 2019.
  • BB&T Securities sold 16,663 WisdomTree US Multifactor Fund shares in Q3 2019, an estimated $506K.
  • WisdomTree US Multifactor Fund made up 0.02% of BB&T Securities's portfolio in Q3 2019, its #573 holding.
  • BB&T Securities first reported a position in WisdomTree US Multifactor Fund in Q4 2018 and has held it in 4 quarters since.
  • BB&T Securities's WisdomTree US Multifactor Fund position peaked at $2.52M in Q2 2019.
  • 35 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q3 2019.

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