SEQUOIA FINANCIAL ADVISORS, LLC – WisdomTree Yield Enhanced U.S. Aggregate Bond Fund Transaction History
SEQUOIA FINANCIAL ADVISORS, LLC portfolio value:
$9.48M
portfolio value
SEQUOIA FINANCIAL ADVISORS, LLC quarter portfolio value change:
-5.57%
quarter
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -11.32% | -28.69K shares | -1.84M | $42.22 | 224.75K |
| Q2 2022 | share | Decrease | -7.23% | -19.75K shares | -1.74M | $44.71 | 253.44K |
| Q1 2022 | share | Decrease | -3.46% | -9.79K shares | -1.55M | $47.85 | 273.20K |
| Q4 2021 | share | Increase | +238.10% | 199.29K shares | 10.27M | $51.64 | 283.00K |
| Q3 2021 | share | Decrease | -70.94% | -204.35K shares | -10.69M | $51.75 | 83.70K |
| Q2 2021 | share | Increase | +3.34% | 9.32K shares | 765K | $51.78 | 288.05K |
| Q1 2021 | share | Increase | +5.00% | 13.27K shares | 19K | $50.52 | 278.73K |
| Q4 2020 | share | Increase | +0.49% | 1.28K shares | 34K | $52.69 | 265.45K |
| Q3 2020 | share | Increase | +1.34% | 3.48K shares | 188K | $52.25 | 264.16K |
| Q2 2020 | share | Increase | +6.26% | 15.35K shares | 1.35M | $51.97 | 260.68K |
| Q1 2020 | share | Decrease | -6.55% | -17.19K shares | -1.04M | $49.56 | 245.32K |
| Q4 2019 | share | Increase | +12.30% | 28.76K shares | 1.49M | $49.77 | 262.52K |
| Q3 2019 | share | Increase | +13.08% | 27.04K shares | 1.62M | $49.42 | 233.76K |
| Q2 2019 | share | Increase | +30.63% | 48.46K shares | 2.70M | $48.07 | 206.71K |
| Q1 2019 | share | Increase | +65.45% | 62.6K shares | 3.27M | $46.36 | 158.24K |
| Q4 2018 | share | Increase | +13.21% | 11.15K shares | 526K | $44.53 | 95.64K |
| Q3 2018 | share | Increase | +34.97% | 21.89K shares | 1.05M | $44.25 | 84.48K |
| Q2 2018 | share | Increase | +6.83% | 4.00K shares | 144K | $43.95 | 62.59K |
| Q1 2018 | share | Increase | +58.07% | 21.52K shares | 1.00M | $44.34 | 58.59K |
| Q4 2017 | share | Increase | +5.69% | 1.99K shares | 101K | $45.3 | 37.06K |
| Q3 2017 | share | Decrease | -3.05% | -1.10K shares | -48K | $44.98 | 35.07K |
| Q2 2017 | share | Decrease | -37.25% | -21.47K shares | -1.04M | $44.47 | 36.17K |
| Q1 2017 | share | Increase | +47.76% | 18.63K shares | 938K | $43.57 | 57.64K |
| Q4 2016 | share | Increase | +6.99% | 2.55K shares | 38K | $43.06 | 39.01K |
| Q3 2016 | share | Increase | 0.00% | 36.46K shares | 1.89M | $44.66 | 36.46K |