Regions Financial Corp’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-8,333	Closed	-$290K	–	864
2020 Q4	$290K	Buy	+8,333	New	+$271K	﹤0.01%	686
2019 Q1	–	Sell	-1,410	Closed	-$45K	–	1955
2018 Q4	$45K	Sell	1,410 -160	-10%	-$5.49K	﹤0.01%	1157
2018 Q3	$58K	Buy	1,570 +160	+11%	+$5.89K	﹤0.01%	1174
2018 Q2	$50K	Sell	1,410 -300	-18%	-$10.5K	﹤0.01%	1191
2018 Q1	$58K	Sell	1,710 -488	-22%	-$17K	﹤0.01%	1173
2017 Q4	$78K	Buy	+2,198	New	+$75.2K	﹤0.01%	1115

Other funds holding DON

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

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

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

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

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

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Regions Financial Corp sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2021, closing a stake of 8,333 shares — an estimated $290K sold.

Regions Financial Corp first reported a position in DON in Q4 2017 and held it in 6 quarters. The position peaked at $290K in Q4 2020. 309 funds tracked by Wall St. Rank hold DON as of Q1 2021.

Regions Financial Corp reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2021 after selling out during the quarter.
Regions Financial Corp sold 8,333 WisdomTree US MidCap Dividend Fund shares in Q1 2021, an estimated $290K.
Regions Financial Corp first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2017 and held it in 6 quarters.
Regions Financial Corp's WisdomTree US MidCap Dividend Fund position peaked at $290K in Q4 2020.
309 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2021.

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