Regal Investment Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Regal Investment Advisors’s Portfolio DGRW Stock Details DGRW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.68M	Sell	30,481 -31	-0.1%	-$2.82K	0.15%	157
2025 Q4	$2.73M	Sell	30,512 -34,022	-53%	-$3.03M	0.16%	148
2025 Q3	$5.74M	Buy	+64,534	New	+$5.6M	0.37%	73
2024 Q3	–	Sell	-110,328	Closed	-$8.61M	–	518
2024 Q2	$8.61M	Buy	110,328 +281	+0.3%	+$21.2K	0.56%	40
2024 Q1	$8.38M	Buy	110,047 +2,970	+3%	+$217K	0.57%	40
2023 Q4	$7.53M	Sell	107,077 -717	-0.7%	-$47.4K	0.57%	44
2023 Q3	$6.84M	Sell	107,794 -1,761	-2%	-$117K	0.58%	41
2023 Q2	$7.3M	Sell	109,555 -76,086	-41%	-$4.83M	0.61%	40
2023 Q1	$11.6M	Buy	185,641 +45,477	+32%	+$2.79M	1.02%	19
2022 Q4	$8.46M	Sell	140,164 -33,271	-19%	-$1.98M	0.82%	29
2022 Q3	$9.35M	Buy	+173,435	New	+$10.3M	0.99%	24

Other funds holding DGRW

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Regal Investment Advisors's DGRW Position: Q1 2026 in Review

Regal Investment Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.1% in Q1 2026, selling an estimated $2.82K and leaving 30,481 shares worth $2.68M. The position accounts for 0.15% of the portfolio, ranked #157.

Regal Investment Advisors first reported a position in DGRW in Q3 2022 and has held it in 11 quarters since. The position peaked at $11.6M in Q1 2023. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Regal Investment Advisors held 30,481 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $2.68M as of Q1 2026.
Regal Investment Advisors sold 31 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $2.82K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.15% of Regal Investment Advisors's portfolio in Q1 2026, its #157 holding.
Regal Investment Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2022 and has held it in 11 quarters since.
Regal Investment Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $11.6M in Q1 2023.
769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.