INSTITUTE FOR WEALTH MANAGEMENT, LLC. – WisdomTree U.S. Total Dividend Fund Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$657,000
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-6.30%
quarter
WisdomTree U.S. Total Dividend Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.62% | 74 shares | -40K | $54.26 | 12.10K |
| Q2 2022 | share | Decrease | -0.62% | -75 shares | -84K | $57.91 | 12.03K |
| Q1 2022 | share | Increase | +3.43% | 401 shares | 23K | $64.56 | 12.10K |
| Q4 2021 | share | Increase | +99.49% | 5.83K shares | 69K | $64.7 | 11.70K |
| Q3 2021 | share | Increase | +10.03% | 535 shares | 57K | $117.05 | 5.86K |
| Q2 2021 | share | 0.00% | 0 shares | 29K | $117.43 | 5.33K | |
| Q1 2021 | share | 0.00% | 0 shares | 44K | $111.4 | 5.33K | |
| Q4 2020 | share | 0.00% | 0 shares | 58K | $102.91 | 5.33K | |
| Q3 2020 | share | 0.00% | 0 shares | 21K | $91.4 | 5.33K | |
| Q2 2020 | share | Decrease | -3.62% | -200 shares | 47K | $87.08 | 5.33K |
| Q1 2020 | share | Decrease | -11.22% | -699 shares | -225K | $75.08 | 5.53K |
| Q4 2019 | share | 0.00% | 0 shares | 40K | $100.47 | 6.23K | |
| Q3 2019 | share | 0.00% | 0 shares | 13K | $93.64 | 6.23K | |
| Q2 2019 | share | Increase | +1.96% | 120 shares | 27K | $91.18 | 6.23K |
| Q1 2019 | share | Increase | +8.33% | 470 shares | 101K | $88.17 | 6.11K |
| Q4 2018 | share | Increase | 0.00% | 5.64K shares | 477K | $78.38 | 5.64K |
| Q1 2018 | share | Decrease | -100.00% | -6.73K shares | -629K | $80.82 | 0 |
| Q4 2017 | share | Increase | 0.00% | 6.73K shares | 629K | $83.78 | 6.73K |
| Q3 2017 | share | Decrease | -100.00% | -5.67K shares | -480K | $78.56 | 0 |
| Q2 2017 | share | Increase | 0.00% | 5.67K shares | 480K | $75.62 | 5.67K |