RIA
Regal Investment Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-110,328
| Closed | -$8.61M | – | 517 |
|
|
2024
Q2 | $8.61M | Buy |
110,328
+281
| +0.3% | +$21.9K | 0.56% | 39 |
|
|
2024
Q1 | $8.38M | Buy |
110,047
+2,970
| +3% | +$226K | 0.57% | 40 |
|
|
2023
Q4 | $7.53M | Sell |
107,077
-717
| -0.7% | -$50.4K | 0.57% | 44 |
|
|
2023
Q3 | $6.84M | Sell |
107,794
-1,761
| -2% | -$112K | 0.58% | 40 |
|
|
2023
Q2 | $7.3M | Sell |
109,555
-76,086
| -41% | -$5.07M | 0.61% | 40 |
|
|
2023
Q1 | $11.6M | Buy |
185,641
+45,477
| +32% | +$2.84M | 1.02% | 19 |
|
|
2022
Q4 | $8.46M | Sell |
140,164
-33,271
| -19% | -$2.01M | 0.82% | 29 |
|
|
2022
Q3 | $9.35M | Buy |
+173,435
| New | +$9.35M | 0.99% | 23 |
|