BB&T Securities’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$346K	Sell	11,745 -15,407	-57%	-$456K	﹤0.01%	1259
2019 Q2	$825K	Sell	27,152 -1,999	-7%	-$62.8K	0.01%	897
2019 Q1	$936K	Buy	29,151 +81	+0.3%	+$2.47K	0.01%	824
2018 Q4	$807K	Buy	29,070 +5,488	+23%	+$154K	0.01%	807
2018 Q3	$693K	Buy	23,582 +7,574	+47%	+$228K	0.01%	947
2018 Q2	$484K	Buy	16,008 +5,006	+46%	+$160K	0.01%	1094
2018 Q1	$353K	Buy	+11,002	New	+$359K	﹤0.01%	1171
2015 Q1	–	Sell	-9,205	Closed	-$2.59M	–	1148
2014 Q4	$2.59M	Buy	+9,205	New	+$265K	0.01%	940

Other funds holding WTRE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

SimplyRich Carlsbad, California $391M AUM 24.42% 1-Year Est. Return

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

BB&T Securities reduced its WisdomTree New Economy Real Estate Fund (WTRE) stake by 57% in Q3 2019, selling an estimated $456K and leaving 11,745 shares worth $346K. The position accounts for ﹤0.01% of the portfolio, ranked #1259.

BB&T Securities first reported a position in WTRE in Q4 2014 and has held it in 8 quarters since. The position peaked at $2.59M in Q4 2014. 41 funds tracked by Wall St. Rank hold WTRE as of Q3 2019.

BB&T Securities held 11,745 shares of WisdomTree New Economy Real Estate Fund worth $346K as of Q3 2019.
BB&T Securities sold 15,407 WisdomTree New Economy Real Estate Fund shares in Q3 2019, an estimated $456K.
WisdomTree New Economy Real Estate Fund made up ﹤0.01% of BB&T Securities's portfolio in Q3 2019, its #1259 holding.
BB&T Securities first reported a position in WisdomTree New Economy Real Estate Fund in Q4 2014 and has held it in 8 quarters since.
BB&T Securities's WisdomTree New Economy Real Estate Fund position peaked at $2.59M in Q4 2014.
41 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q3 2019.

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