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	–	1421
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

MCM

Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return

BB&T Securities's WTV Position: Q2 2017 in Review

BB&T Securities sold out of WisdomTree US Value Fund (WTV) in Q2 2017, closing a stake of 11,458 shares — an estimated $402K sold.

BB&T Securities first reported a position in WTV in Q1 2016 and held it in 5 quarters. The position peaked at $7.33M in Q4 2016. 23 funds tracked by Wall St. Rank hold WTV as of Q2 2017.

BB&T Securities reported no remaining WisdomTree US Value Fund position as of Q2 2017 after selling out during the quarter.
BB&T Securities sold 11,458 WisdomTree US Value Fund shares in Q2 2017, an estimated $402K.
BB&T Securities first reported a position in WisdomTree US Value Fund in Q1 2016 and held it in 5 quarters.
BB&T Securities's WisdomTree US Value Fund position peaked at $7.33M in Q4 2016.
23 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2017.

Based on BB&T Securities's 13F filing for Q2 2017, filed 4 Aug 2017.