WINCH ADVISORY SERVICES, LLC – WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund Transaction History
WINCH ADVISORY SERVICES, LLC portfolio value:
$357,000
portfolio value
WINCH ADVISORY SERVICES, LLC quarter portfolio value change:
-2.81%
quarter
WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +20.37% | 1.30K shares | 52K | $46.24 | 7.72K |
| Q2 2022 | share | Increase | +19.34% | 1.04K shares | 44K | $47.58 | 6.41K |
| Q1 2022 | share | Increase | +0.20% | 11 shares | -10K | $48.48 | 5.37K |
| Q4 2021 | share | Increase | +124.24% | 2.97K shares | 149K | $50.51 | 5.36K |
| Q3 2021 | share | Increase | +16.17% | 333 shares | 17K | $50.94 | 2.39K |
| Q2 2021 | share | Increase | +26.69% | 434 shares | 22K | $50.95 | 2.06K |
| Q1 2021 | share | Increase | +545.24% | 1.37K shares | 70K | $50.73 | 1.62K |
| Q4 2020 | share | Increase | +0.80% | 2 shares | 0 | $51.09 | 252 |
| Q3 2020 | share | Increase | +0.40% | 1 shares | 0 | $50.79 | 250 |
| Q2 2020 | share | Increase | +0.40% | 1 shares | 1K | $50.57 | 249 |
| Q1 2020 | share | Increase | +0.81% | 2 shares | 0 | $48.92 | 248 |
| Q4 2019 | share | Decrease | -80.21% | -997 shares | -51K | $48.79 | 246 |
| Q3 2019 | share | Increase | +0.57% | 7 shares | 1K | $48.52 | 1.24K |
| Q2 2019 | share | Increase | +0.73% | 9 shares | 1K | $48.06 | 1.23K |
| Q1 2019 | share | Increase | +25.46% | 249 shares | 13K | $47.17 | 1.22K |
| Q4 2018 | share | Increase | +1.03% | 10 shares | 1K | $46.12 | 978 |
| Q3 2018 | share | Increase | +0.41% | 4 shares | 0 | $45.68 | 968 |
| Q2 2018 | share | Increase | +0.63% | 6 shares | 0 | $45.48 | 964 |
| Q1 2018 | share | Decrease | -59.49% | -1.40K shares | -71K | $45.44 | 958 |
| Q4 2017 | share | Increase | 0.00% | 2.36K shares | 118K | $45.76 | 2.36K |