Regions Financial Corp’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-18,190	Closed	-$484K	–	862
2020 Q4	$484K	Buy	+18,190	New	+$441K	﹤0.01%	566
2019 Q2	–	Sell	-849	Closed	-$23K	–	1027
2019 Q1	$23K	Hold	849	–	–	﹤0.01%	1323
2018 Q4	$21K	Sell	849 -198	-19%	-$5.38K	﹤0.01%	1339
2018 Q3	$31K	Buy	1,047 +198	+23%	+$5.96K	﹤0.01%	1327
2018 Q2	$25K	Hold	849	–	–	﹤0.01%	1403
2018 Q1	$23K	Sell	849 -430	-34%	-$12.1K	﹤0.01%	1425
2017 Q4	$37K	Buy	+1,279	New	+$36.5K	﹤0.01%	1323

Other funds holding DES

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Regions Financial Corp sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2021, closing a stake of 18,190 shares — an estimated $484K sold.

Regions Financial Corp first reported a position in DES in Q4 2017 and held it in 7 quarters. The position peaked at $484K in Q4 2020. 275 funds tracked by Wall St. Rank hold DES as of Q1 2021.

Regions Financial Corp reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2021 after selling out during the quarter.
Regions Financial Corp sold 18,190 WisdomTree US SmallCap Dividend Fund shares in Q1 2021, an estimated $484K.
Regions Financial Corp first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2017 and held it in 7 quarters.
Regions Financial Corp's WisdomTree US SmallCap Dividend Fund position peaked at $484K in Q4 2020.
275 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2021.

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