WESTSIDE INVESTMENT MANAGEMENT, INC. – WisdomTree U.S. Al Enhanced Value Fund Transaction History
WESTSIDE INVESTMENT MANAGEMENT, INC. portfolio value:
$1.59M
portfolio value
WESTSIDE INVESTMENT MANAGEMENT, INC. quarter portfolio value change:
-8.01%
quarter
WisdomTree U.S. Al Enhanced Value Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +7.04% | 1.28K shares | -25K | $81.63 | 19.55K |
| Q2 2022 | share | Decrease | -1.33% | -246 shares | -213K | $88.74 | 18.27K |
| Q1 2022 | share | Decrease | -4.30% | -831 shares | -122K | $99.06 | 18.51K |
| Q4 2021 | share | Increase | +3.93% | 731 shares | 207K | $0 | 19.34K |
| Q3 2021 | share | Decrease | -1.46% | -276 shares | -88K | $93.66 | 18.61K |
| Q2 2021 | share | Decrease | -1.18% | -225 shares | 35K | $96.16 | 18.89K |
| Q1 2021 | share | Decrease | -6.65% | -1.36K shares | 88K | $92.5 | 19.11K |
| Q4 2020 | share | Increase | +4.44% | 871 shares | 236K | $81.89 | 20.48K |
| Q3 2020 | share | Decrease | -0.27% | -54 shares | 29K | $72.88 | 19.60K |
| Q2 2020 | share | Increase | +39.54% | 5.57K shares | 539K | $70.58 | 19.66K |
| Q1 2020 | share | Increase | +76.29% | 6.09K shares | 225K | $61.24 | 14.09K |
| Q2 2019 | share | Increase | +117.50% | 4.31K shares | 402.03K | $79.05 | 7.99K |
| Q4 2018 | share | Increase | +19.40% | 597 shares | 3.20K | $69.92 | 3.67K |
| Q3 2018 | share | Increase | +7.36% | 211 shares | 32.01K | $81.09 | 3.07K |
| Q2 2018 | share | Increase | +0.14% | 4 shares | 11.85K | $77.16 | 2.86K |
| Q1 2018 | share | Increase | +3.73% | 103 shares | -12.75K | $74.45 | 2.86K |
| Q4 2017 | share | Increase | +0.11% | 3 shares | 13.66K | $77.28 | 2.76K |
| Q3 2017 | share | Decrease | -4.87% | -141 shares | -2.08K | $73.09 | 2.75K |
| Q2 2017 | share | Decrease | -4.89% | -149 shares | -12.92K | $70.71 | 2.89K |
| Q1 2017 | share | Increase | +22.12% | 552 shares | 47.62K | $70.38 | 3.04K |
| Q4 2016 | share | Increase | 0.00% | 2.49K shares | 202.36K | $67.93 | 2.49K |