AVANTAX PLANNING PARTNERS, INC. – WisdomTree U.S. High Dividend Fund Transaction History
AVANTAX PLANNING PARTNERS, INC. portfolio value:
$3.03M
portfolio value
AVANTAX PLANNING PARTNERS, INC. quarter portfolio value change:
-7.87%
quarter
WisdomTree U.S. High Dividend Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.22% | -909 shares | -334K | $75.81 | 40.03K |
| Q2 2022 | share | Decrease | -2.23% | -932 shares | -320K | $82.29 | 40.94K |
| Q1 2022 | share | Decrease | -18.11% | -9.25K shares | -532K | $88.09 | 41.87K |
| Q4 2021 | share | Decrease | -1.48% | -766 shares | 226K | $82.44 | 51.13K |
| Q3 2021 | share | Decrease | -19.98% | -12.95K shares | -1.07M | $76.51 | 51.90K |
| Q2 2021 | share | Decrease | -0.74% | -481 shares | 88K | $77.03 | 64.85K |
| Q1 2021 | share | Decrease | -3.72% | -2.52K shares | 278K | $74.56 | 65.34K |
| Q4 2020 | share | Increase | 0.00% | 67.86K shares | 4.70M | $67.3 | 67.86K |
| Q4 2018 | share | Decrease | -1.95% | -2.22K shares | -945K | $58.2 | 111.51K |
| Q3 2018 | share | Increase | +0.14% | 157 shares | 262K | $63.89 | 113.73K |
| Q2 2018 | share | Decrease | -8.48% | -10.51K shares | -508K | $61.28 | 113.57K |
| Q1 2018 | share | Decrease | -4.63% | -6.03K shares | -1.02M | $59.25 | 124.09K |
| Q4 2017 | share | Decrease | -29.79% | -55.21K shares | -3.47M | $62.85 | 130.12K |
| Q3 2017 | share | Decrease | -2.74% | -5.21K shares | -68K | $59.82 | 185.34K |
| Q2 2017 | share | Decrease | -6.95% | -14.23K shares | -997K | $57.98 | 190.55K |
| Q1 2017 | share | Decrease | -7.38% | -16.31K shares | -859K | $57.68 | 204.79K |
| Q4 2016 | share | Increase | 0.00% | 221.11K shares | 14.88M | $56.27 | 221.11K |