Regions Financial Corp’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Regions Financial Corp’s Portfolio DEM Stock Details DEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-6,540	Closed	-$269K	–	861
2020 Q4	$269K	Buy	+6,540	New	+$251K	﹤0.01%	715
2019 Q2	–	Sell	-2,025	Closed	-$89K	–	1026
2019 Q1	$89K	Sell	2,025 -789	-28%	-$34.1K	﹤0.01%	1011
2018 Q4	$113K	Hold	2,814	–	–	﹤0.01%	925
2018 Q3	$123K	Hold	2,814	–	–	﹤0.01%	976
2018 Q2	$121K	Hold	2,814	–	–	﹤0.01%	967
2018 Q1	$135K	Buy	2,814 +719	+34%	+$34.4K	﹤0.01%	941
2017 Q4	$95K	Buy	+2,095	New	+$91.5K	﹤0.01%	1065
2015 Q1	–	Sell	-9,278	Closed	-$391K	–	926
2014 Q4	$391K	Sell	9,278 -300	-3%	-$13.6K	0.01%	703
2014 Q3	$457K	Buy	9,578 +300	+3%	+$15.6K	0.01%	803
2014 Q2	$481K	Buy	+9,278	New	+$470K	0.01%	808
2014 Q1	–	Sell	-4,478	Closed	-$229K	–	1102
2013 Q4	$229K	Buy	+4,478	New	+$233K	﹤0.01%	1017

Other funds holding DEM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

BCI

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Regions Financial Corp's DEM Position: Q1 2021 in Review

Regions Financial Corp sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2021, closing a stake of 6,540 shares — an estimated $269K sold.

Regions Financial Corp first reported a position in DEM in Q4 2013 and held it in 11 quarters. The position peaked at $481K in Q2 2014. 262 funds tracked by Wall St. Rank hold DEM as of Q1 2021.

Regions Financial Corp reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2021 after selling out during the quarter.
Regions Financial Corp sold 6,540 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2021, an estimated $269K.
Regions Financial Corp first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2013 and held it in 11 quarters.
Regions Financial Corp's WisdomTree Emerging Markets High Dividend Fund position peaked at $481K in Q2 2014.
262 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2021.

Based on Regions Financial Corp's 13F filing for Q1 2021, filed 2 Jun 2021.