INSTITUTE FOR WEALTH MANAGEMENT, LLC. – WisdomTree U.S. MidCap Earnings Fund Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$602,000
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-4.33%
quarter
WisdomTree U.S. MidCap Earnings Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.02% | 3 shares | -27K | $43.98 | 13.69K |
| Q2 2022 | share | Increase | +0.03% | 4 shares | -119K | $45.97 | 13.69K |
| Q1 2022 | share | Increase | +0.01% | 2 shares | -22K | $54.68 | 13.68K |
| Q4 2021 | share | Increase | +0.01% | 2 shares | 58K | $56.22 | 13.68K |
| Q3 2021 | share | Increase | +0.04% | 5 shares | -5K | $52.01 | 13.68K |
| Q2 2021 | share | Increase | +0.01% | 2 shares | 21K | $52.11 | 13.67K |
| Q1 2021 | share | Increase | +0.01% | 1 shares | 102K | $50.51 | 13.67K |
| Q4 2020 | share | Increase | +5.79% | 748 shares | 152K | $43.08 | 13.67K |
| Q3 2020 | share | Decrease | -12.94% | -1.92K shares | -42K | $33.65 | 12.92K |
| Q2 2020 | share | Increase | +2.37% | 344 shares | 101K | $31.94 | 14.84K |
| Q1 2020 | share | Decrease | -5.98% | -922 shares | -266K | $25.81 | 14.50K |
| Q4 2019 | share | Decrease | -2.34% | -369 shares | 26K | $40.84 | 15.42K |
| Q3 2019 | share | Decrease | -19.95% | -3.93K shares | -166K | $38.11 | 15.79K |
| Q2 2019 | share | Increase | +14.64% | 2.52K shares | 112K | $38.47 | 19.73K |
| Q1 2019 | share | Increase | +16.80% | 2.47K shares | 172K | $37.71 | 17.21K |
| Q4 2018 | share | Increase | +0.66% | 96 shares | -98K | $32.8 | 14.73K |
| Q3 2018 | share | Decrease | -0.06% | -9 shares | 16K | $39.36 | 14.63K |
| Q2 2018 | share | Increase | 0.00% | 14.64K shares | 587K | $38.09 | 14.64K |
| Q1 2018 | share | Decrease | -100.00% | -14.37K shares | -573K | $36.55 | 0 |
| Q4 2017 | share | Increase | +5.32% | 726 shares | 65K | $37.42 | 14.37K |
| Q3 2017 | share | 0.00% | 0 shares | 19K | $34.99 | 13.64K | |
| Q2 2017 | share | Increase | 0.00% | 13.64K shares | 489K | $33.54 | 13.64K |