BTS
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BB&T Securities’s WisdomTree WT Stock Holding History

BB&T Securities’s Portfolio WT Stock Details WT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$71K Buy
13,732
+2,177
+19% +$12.3K ﹤0.01% 1587
2019
Q2 		$71K Buy
11,555
+770
+7% +$5.23K ﹤0.01% 1602
2019
Q1 		$76K Buy
+10,785
New +$74.2K ﹤0.01% 1582
2018
Q2 		– Sell
-10,160
Closed -$93K – 1605
2018
Q1 		$93K Buy
+10,160
New +$110K ﹤0.01% 1464
2017
Q4 		– Sell
-47,287
Closed -$481K – 1518
2017
Q3 		$481K Buy
47,287
+3,000
+7% +$29K 0.01% 985
2017
Q2 		$450K Buy
+44,287
New +$409K 0.01% 1008

Other funds holding WT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return