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BB&T Securities’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

BB&T Securities’s Portfolio XSOE Stock Details XSOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-77,645
Closed -$2.19M – 1617
2018
Q3 		$2.19M Buy
77,645
+1,278
+2% +$37K 0.02% 590
2018
Q2 		$2.24M Buy
76,367
+4,711
+7% +$147K 0.02% 571
2018
Q1 		$2.32M Buy
71,656
+9,497
+15% +$315K 0.03% 543
2017
Q4 		$1.98M Buy
62,159
+5,635
+10% +$174K 0.03% 535
2017
Q3 		$1.67M Buy
56,524
+14,220
+34% +$410K 0.02% 582
2017
Q2 		$1.14M Buy
+42,304
New +$1.11M 0.02% 690

Other funds holding XSOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GBBWRPM
Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California $400M AUM 14.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return