Regal Investment Advisors LLC Wisdomtree Yield Enhanced U.S. Transaction History

Regal Investment Advisors LLC

$1.4 Billion
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Mar 01, 2023	SELL	$41.0 - $43.97 $203,237 - $217,959	-4,957 Reduced 5.27%	89,169 $3.8 Million
Q3 2022 Nov 15, 2022	BUY	$41.91 - $46.15 $181,973 - $200,383	4,342 Added 4.84%	94,126 $3.97 Million
Q2 2022 Aug 09, 2022	BUY	$43.6 - $47.89 $206,489 - $226,807	4,736 Added 5.57%	89,784 $4.01 Million
Q1 2022 May 09, 2022	BUY	$47.38 - $51.33 $56,524 - $61,236	1,193 Added 1.42%	85,048 $4.07 Million
Q4 2021 Feb 10, 2022	BUY	$51.35 - $52.36 $75,587 - $77,073	1,472 Added 1.79%	83,855 $4.33 Million
Q3 2021 Nov 05, 2021	BUY	$51.92 - $53.01 $88,783 - $90,647	1,710 Added 2.12%	82,383 $4.28 Million
Q2 2021 Aug 09, 2021	BUY	$51.34 - $52.27 $4.14 Million - $4.22 Million	80,673 New	80,673 $4.21 Million
Q1 2021 May 12, 2021	SELL	$51.09 - $53.61 $2.05 Million - $2.15 Million	-40,075 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$53.28 - $53.95 $2.14 Million - $2.16 Million	40,075 New	40,075 $2.15 Million
Q3 2020 Nov 13, 2020	SELL	$53.76 - $54.71 $996,925 - $1.01 Million	-18,544 Closed	0 $0
Q2 2020 Aug 03, 2020	BUY	$51.53 - $53.82 $955,572 - $998,038	18,544 New	18,544 $998,000
Q1 2019 May 09, 2019	SELL	N/A	-18,458 Closed	0 $0
Q4 2018 Feb 04, 2019	BUY	N/A	7,141 Added 63.1%	18,458 $890,000
Q3 2018 Nov 05, 2018	BUY	N/A	11,317 New	11,317 $547,000

Others Institutions Holding AGGY

# of Institutions

164

Shares Held

20.4M

Call Options Held

2.4K

Put Options Held

0

About WISDOMTREE YIELD ENHANCED U.S.

Ticker AGGY
Sector ETFs
Industry ETFs

More about AGGY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Regal Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Regal Investment Advisors LLC with notifications on news.