Regal Investment Advisors LLC Wisdomtree Tr Transaction History

Regal Investment Advisors LLC

$1.3 Billion
Q4 2024

A detailed history of Regal Investment Advisors LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Regal Investment Advisors LLC holds 17,839 shares of IHDG stock, worth $817,204. This represents 0.06% of its overall portfolio holdings.

Number of Shares

17,839

Previous 16,467 8.33%

Holding current value

$817,204

Previous $752,000 3.06%

% of portfolio

0.06%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$43.38 - $46.0 $59,517 - $63,112	1,372 Added 8.33%	17,839 $775,000
Q3 2024 Nov 12, 2024	SELL	$42.42 - $46.78 $34,360 - $37,891	-810 Reduced 4.69%	16,467 $752,000
Q2 2024 Aug 14, 2024	BUY	$43.96 - $46.57 $2,637 - $2,794	60 Added 0.35%	17,277 $787,000
Q1 2024 May 15, 2024	SELL	$41.39 - $45.98 $61,464 - $68,280	-1,485 Reduced 7.94%	17,217 $790,000
Q4 2023 Feb 14, 2024	BUY	$37.18 - $42.02 $24,724 - $27,943	665 Added 3.69%	18,702 $785,000
Q3 2023 Nov 13, 2023	SELL	$38.54 - $40.44 $5,125 - $5,378	-133 Reduced 0.73%	18,037 $698,000
Q2 2023 Aug 11, 2023	BUY	$39.29 - $40.67 $35,282 - $36,521	898 Added 5.2%	18,170 $729,000
Q1 2023 May 11, 2023	BUY	$36.38 - $39.42 $628,355 - $680,862	17,272 New	17,272 $680,000

Others Institutions Holding IHDG

# of Institutions

279

Shares Held

51.1M

Call Options Held

Put Options Held

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About WISDOMTREE TR

Ticker IHDG
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Industry ETFs

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Regal Investment Advisors LLC Wisdomtree Tr Transaction History