CALTON & ASSOCIATES, INC. – WisdomTree U.S. LargeCap Dividend Fund Transaction History
CALTON & ASSOCIATES, INC. portfolio value:
$1.47M
portfolio value
CALTON & ASSOCIATES, INC. quarter portfolio value change:
-6.50%
quarter
WisdomTree U.S. LargeCap Dividend Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.32% | 856 shares | -52K | $55.26 | 26.61K |
| Q2 2022 | share | Increase | 0.00% | 25.75K shares | 1.52M | $59.1 | 25.75K |
| Q1 2018 | share | Decrease | -100.00% | -670 shares | -64K | $80.3 | 0 |
| Q4 2017 | share | Increase | 0.00% | 670 shares | 64K | $83.08 | 670 |