Regent Peak Wealth Advisors LLC Wisdomtree Tr Us Quality Divid Transaction History

Regent Peak Wealth Advisors LLC

$393 Million
Q1 2024

A detailed history of Regent Peak Wealth Advisors LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 4,526 shares of DGRW stock, worth $355,426. This represents 0.09% of its overall portfolio holdings.

Number of Shares

4,526

Previous 4,511 0.33%

Holding current value

$355,426

Previous $317,000 8.52%

% of portfolio

0.09%

Previous 0.09%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 01, 2024	BUY	$69.56 - $76.3 $1,043 - $1,144	15 Added 0.33%	4,526 $344,000
Q4 2023 Jan 23, 2024	BUY	$61.43 - $70.36 $3,562 - $4,080	58 Added 1.3%	4,511 $317,000
Q3 2023 Nov 03, 2023	SELL	$63.23 - $68.5 $110,652 - $119,875	-1,750 Reduced 28.21%	4,453 $282,000
Q2 2023 Jul 19, 2023	SELL	$61.86 - $66.66 $46,704 - $50,328	-755 Reduced 10.85%	6,203 $413,000
Q1 2023 Apr 24, 2023	BUY	$59.34 - $63.43 $11,571 - $12,368	195 Added 2.88%	6,958 $433,000

Q4 2022 Feb 08, 2023	BUY	$58.08 - $63.51 $12,951 - $14,162	223 Added 3.41%	6,763 $408,000
Q3 2022 Nov 14, 2022	SELL	N/A	-1,967 Reduced 23.12%	6,540 $352,000
Q2 2022 Aug 11, 2022	BUY	N/A	8,507 New	8,507 $487,000

Others Institutions Holding DGRW

# of Institutions

624

Shares Held

126M

Call Options Held

5.7K

Put Options Held

View Full List

About WISDOMTREE TR US QUALITY DIVID

Ticker DGRW
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Regent Peak Wealth Advisors LLC Wisdomtree Tr Us Quality Divid Transaction History