Regions Financial Corp’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-612	Closed	-$16K	–	2055
2018 Q4	$16K	Hold	612	–	–	﹤0.01%	1422
2018 Q3	$19K	Sell	612 -51,160	-99%	-$1.55M	﹤0.01%	1474
2018 Q2	$1.52M	Buy	51,772 +612	+1%	+$17.8K	0.02%	345
2018 Q1	$1.45M	Hold	51,160	–	–	0.02%	358
2017 Q4	$1.49M	Hold	51,160	–	–	0.02%	366
2017 Q3	$1.51M	Buy	+51,160	New	+$1.5M	0.02%	348

Other funds holding WTPI

CCM

Crabel Capital Management Los Angeles, California $10.8M AUM 3.34% 1-Year Est. Return

LWA

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return

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

CWM

Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return

Regions Financial Corp's WTPI Position: Q1 2019 in Review

Regions Financial Corp sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q1 2019, closing a stake of 612 shares — an estimated $16K sold.

Regions Financial Corp first reported a position in WTPI in Q3 2017 and held it in 6 quarters. The position peaked at $1.52M in Q2 2018. 50 funds tracked by Wall St. Rank hold WTPI as of Q1 2019.

Regions Financial Corp reported no remaining WisdomTree Equity Premium Income Fund position as of Q1 2019 after selling out during the quarter.
Regions Financial Corp sold 612 WisdomTree Equity Premium Income Fund shares in Q1 2019, an estimated $16K.
Regions Financial Corp first reported a position in WisdomTree Equity Premium Income Fund in Q3 2017 and held it in 6 quarters.
Regions Financial Corp's WisdomTree Equity Premium Income Fund position peaked at $1.52M in Q2 2018.
50 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q1 2019.

Based on Regions Financial Corp's 13F filing for Q1 2019, filed 19 Apr 2019.