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BB&T Securities’s WisdomTree US Value Fund WTV Stock Holding History

BB&T Securities’s Portfolio WTV Stock Details WTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-11,458
Closed -$402K – 1424
2017
Q1 		$402K Sell
11,458
-219,326
-95% -$7.63M 0.01% 956
2016
Q4 		$7.33M Hold
230,784
– – 0.11% 221
2016
Q3 		$7.33M Sell
230,784
-1,668
-0.7% -$53.2K 0.11% 216
2016
Q2 		$7.26M Buy
232,452
+101,294
+77% +$3.17M 0.11% 203
2016
Q1 		$4.13M Buy
+131,158
New +$3.93M 0.07% 274

Other funds holding WTV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $90.6B AUM 36.98% 1-Year Est. Return
MCM
Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $2.24B AUM 17.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return