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 Q2	$2.92M	Buy	30,563 +82	+0.3%	+$7.75K	0.15%	159
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 $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Hamilton Capital Columbus, Ohio $2.02B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Regal Investment Advisors's DGRW Position: Q2 2026 in Review

Regal Investment Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.27% in Q2 2026, buying an estimated $7.75K and bringing the position to 30,563 shares worth $2.92M. The position accounts for 0.15% of the portfolio, ranked #159.

Regal Investment Advisors first reported a position in DGRW in Q3 2022 and has held it in 12 quarters since. The position peaked at $11.6M in Q1 2023. 795 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Regal Investment Advisors held 30,563 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $2.92M as of Q2 2026.
Regal Investment Advisors bought 82 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $7.75K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.15% of Regal Investment Advisors's portfolio in Q2 2026, its #159 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 12 quarters since.
Regal Investment Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $11.6M in Q1 2023.
795 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.