REGENT PEAK WEALTH ADVISORS LLC – WisdomTree U.S. Quality Dividend Growth Fund Transaction History
REGENT PEAK WEALTH ADVISORS LLC portfolio value:
$352,000
portfolio value
REGENT PEAK WEALTH ADVISORS LLC quarter portfolio value change:
-5.93%
quarter
WisdomTree U.S. Quality Dividend Growth Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -23.12% | -1.96K shares | -135K | $53.91 | 6.54K |
| Q2 2022 | share | Increase | 0.00% | 8.50K shares | 487K | $57.31 | 8.50K |