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 New York $1.89T AUM 35.08% 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BB&T Securities's XSOE Position: Q4 2018 in Review

BB&T Securities sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q4 2018, closing a stake of 77,645 shares — an estimated $2.19M sold.

BB&T Securities first reported a position in XSOE in Q2 2017 and held it in 6 quarters. The position peaked at $2.32M in Q1 2018. 43 funds tracked by Wall St. Rank hold XSOE as of Q4 2018.

BB&T Securities reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q4 2018 after selling out during the quarter.
BB&T Securities sold 77,645 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q4 2018, an estimated $2.19M.
BB&T Securities first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2017 and held it in 6 quarters.
BB&T Securities's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $2.32M in Q1 2018.
43 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q4 2018.

Based on BB&T Securities's 13F filing for Q4 2018, filed 4 Feb 2019.