Regions Financial Corp’s WisdomTree International Equity Fund DWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-411	Closed	-$21K	–	1049
2019 Q1	$21K	Hold	411	–	–	﹤0.01%	1349
2018 Q4	$19K	Sell	411 -1,285	-76%	-$63.3K	﹤0.01%	1365
2018 Q3	$90K	Hold	1,696	–	–	﹤0.01%	1067
2018 Q2	$89K	Hold	1,696	–	–	﹤0.01%	1057
2018 Q1	$93K	Buy	1,696 +238	+16%	+$13.4K	﹤0.01%	1062
2017 Q4	$81K	Buy	+1,458	New	+$80.2K	﹤0.01%	1106

Other funds holding DWM

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Regions Financial Corp's DWM Position: Q2 2019 in Review

Regions Financial Corp sold out of WisdomTree International Equity Fund (DWM) in Q2 2019, closing a stake of 411 shares — an estimated $21K sold.

Regions Financial Corp first reported a position in DWM in Q4 2017 and held it in 6 quarters. The position peaked at $93K in Q1 2018. 121 funds tracked by Wall St. Rank hold DWM as of Q2 2019.

Regions Financial Corp reported no remaining WisdomTree International Equity Fund position as of Q2 2019 after selling out during the quarter.
Regions Financial Corp sold 411 WisdomTree International Equity Fund shares in Q2 2019, an estimated $21K.
Regions Financial Corp first reported a position in WisdomTree International Equity Fund in Q4 2017 and held it in 6 quarters.
Regions Financial Corp's WisdomTree International Equity Fund position peaked at $93K in Q1 2018.
121 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2019.

Based on Regions Financial Corp's 13F filing for Q2 2019, filed 19 Jul 2019.