Regal Investment Advisors LLC Wisdomtree Tr Us Quality Divid Transaction History

Regal Investment Advisors LLC

$1.29 Billion
Q2 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	BUY	$72.31 - $79.02 $20,319 - $22,204	281 Added 0.26%	110,328 $8.61 Million
Q1 2024 May 15, 2024	BUY	$69.56 - $76.3 $206,593 - $226,611	2,970 Added 2.77%	110,047 $8.38 Million
Q4 2023 Feb 14, 2024	SELL	$61.43 - $70.36 $44,045 - $50,448	-717 Reduced 0.67%	107,077 $7.53 Million
Q3 2023 Nov 13, 2023	SELL	$63.23 - $68.5 $111,348 - $120,628	-1,761 Reduced 1.61%	107,794 $6.84 Million
Q2 2023 Aug 11, 2023	SELL	$61.86 - $66.66 $4.71 Million - $5.07 Million	-76,086 Reduced 40.99%	109,555 $7.3 Million
Q1 2023 May 11, 2023	BUY	$59.34 - $63.43 $2.7 Million - $2.88 Million	45,477 Added 32.45%	185,641 $11.6 Million
Q4 2022 Mar 01, 2023	SELL	$54.71 - $63.51 $1.82 Million - $2.11 Million	-33,271 Reduced 19.18%	140,164 $8.46 Million
Q3 2022 Nov 15, 2022	BUY	$53.91 - $63.08 $9.35 Million - $10.9 Million	173,435 New	173,435 $9.35 Million

Others Institutions Holding DGRW

# of Institutions

801

Shares Held

151M

Call Options Held

4.6K

Put Options Held

200

Pnc Financial Services Group, Inc. Pittsburgh, PA

19.8M
Shares

$1.71 Billion
1.08% of portfolio
Lpl Financial LLC Fort Mill, SC

12.5M
Shares

$1.08 Billion
0.37% of portfolio
Bank Of America Corp Charlotte, NC

11.8M
Shares

$1.02 Billion
0.08% of portfolio
Morgan Stanley New York, NY

8.44M
Shares

$728 Million
0.05% of portfolio
Hamilton Capital, LLC Columbus, OH

6.7M
Shares

$578 Million
32.4% of portfolio

About WISDOMTREE TR US QUALITY DIVID

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