Regions Financial Corp’s WisdomTree True Developed International Fund DOL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-10,705	Closed	-$492K	–	863
2020 Q4	$492K	Buy	+10,705	New	+$465K	﹤0.01%	561

Other funds holding DOL

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

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

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

KFI

Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

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

AWE

Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

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

Regions Financial Corp sold out of WisdomTree True Developed International Fund (DOL) in Q1 2021, closing a stake of 10,705 shares — an estimated $492K sold.

Regions Financial Corp first reported a position in DOL in Q4 2020 and held it in 1 quarter. The position peaked at $492K in Q4 2020. 77 funds tracked by Wall St. Rank hold DOL as of Q1 2021.

Regions Financial Corp reported no remaining WisdomTree True Developed International Fund position as of Q1 2021 after selling out during the quarter.
Regions Financial Corp sold 10,705 WisdomTree True Developed International Fund shares in Q1 2021, an estimated $492K.
Regions Financial Corp first reported a position in WisdomTree True Developed International Fund in Q4 2020 and held it in 1 quarter.
Regions Financial Corp's WisdomTree True Developed International Fund position peaked at $492K in Q4 2020.
77 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q1 2021.

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