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Regions Financial Corp’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Regions Financial Corp’s Portfolio DGRS Stock Details DGRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-395
Closed -$15K – 1920
2018
Q3 		$15K Buy
+395
New +$14.9K ﹤0.01% 1522

Other funds holding DGRS

LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return

Regions Financial Corp's DGRS Position: Q4 2018 in Review

Regions Financial Corp sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q4 2018, closing a stake of 395 shares — an estimated $15K sold.

Regions Financial Corp first reported a position in DGRS in Q3 2018 and held it in 1 quarter. The position peaked at $15K in Q3 2018. 49 funds tracked by Wall St. Rank hold DGRS as of Q4 2018.

  • Regions Financial Corp reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q4 2018 after selling out during the quarter.
  • Regions Financial Corp sold 395 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q4 2018, an estimated $15K.
  • Regions Financial Corp first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q3 2018 and held it in 1 quarter.
  • Regions Financial Corp's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $15K in Q3 2018.
  • 49 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q4 2018.

Based on Regions Financial Corp's 13F filing for Q4 2018, filed 28 Jan 2019.