LBJ FAMILY WEALTH ADVISORS, LTD. – WisdomTree U.S. MidCap Earnings Fund Transaction History
LBJ FAMILY WEALTH ADVISORS, LTD. portfolio value:
$460,000
portfolio value
LBJ FAMILY WEALTH ADVISORS, LTD. 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 | +0.43% | 45 shares | -19K | $43.98 | 10.46K |
| Q2 2022 | share | Increase | +0.39% | 40 shares | -72K | $45.97 | 10.42K |
| Q1 2022 | share | Decrease | -1.85% | -196 shares | -44K | $54.68 | 10.38K |
| Q4 2021 | share | Increase | +0.80% | 84 shares | 46K | $56.22 | 10.57K |
| Q3 2021 | share | 0.00% | 0 shares | -1K | $52.01 | 10.49K | |
| Q2 2021 | share | Increase | +0.30% | 31 shares | 18K | $52.11 | 10.49K |
| Q1 2021 | share | Increase | +0.05% | 5 shares | 78K | $50.51 | 10.46K |
| Q4 2020 | share | Increase | +0.70% | 73 shares | 99K | $43.08 | 10.45K |
| Q3 2020 | share | Increase | +0.42% | 43 shares | 18K | $33.65 | 10.38K |
| Q2 2020 | share | Increase | +0.36% | 37 shares | 65K | $31.94 | 10.34K |
| Q1 2020 | share | Increase | +0.62% | 64 shares | -156K | $25.81 | 10.30K |
| Q4 2019 | share | Increase | +0.42% | 43 shares | 26K | $40.84 | 10.24K |
| Q3 2019 | share | Increase | +0.46% | 47 shares | 0 | $38.11 | 10.19K |
| Q2 2019 | share | Increase | +0.32% | 32 shares | 4K | $38.47 | 10.15K |
| Q1 2019 | share | Increase | +0.21% | 21 shares | 52K | $37.71 | 10.11K |
| Q4 2018 | share | Increase | 0.00% | 10.09K shares | 346K | $32.8 | 10.09K |