SHEETS SMITH WEALTH MANAGEMENT – WisdomTree U.S. Quality Dividend Growth Fund Transaction History
SHEETS SMITH WEALTH MANAGEMENT portfolio value:
$2.61M
portfolio value
SHEETS SMITH WEALTH MANAGEMENT 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 | -0.67% | -326 shares | -183K | $53.91 | 48.52K |
| Q2 2022 | share | Decrease | -0.99% | -486 shares | -342K | $57.31 | 48.84K |
| Q1 2022 | share | Decrease | -3.58% | -1.83K shares | -229K | $63.67 | 49.33K |
| Q4 2021 | share | Decrease | -4.07% | -2.16K shares | 232K | $65.83 | 51.16K |
| Q3 2021 | share | Decrease | -0.56% | -299 shares | -62K | $58.71 | 53.33K |
| Q2 2021 | share | Decrease | -5.93% | -3.38K shares | -60K | $59.26 | 53.63K |
| Q1 2021 | share | Increase | 0.00% | 1 shares | 184K | $56.5 | 57.01K |
| Q4 2020 | share | Decrease | -2.99% | -1.75K shares | 163K | $53.08 | 57.01K |
| Q3 2020 | share | Increase | 0.00% | 1 shares | 240K | $48.44 | 58.76K |
| Q2 2020 | share | Increase | 0.00% | 1 shares | 386K | $44.28 | 58.76K |
| Q1 2020 | share | Increase | 0.00% | 58.76K shares | 2.28M | $37.63 | 58.76K |