COMPASS ION ADVISORS, LLC – WisdomTree U.S. Total Dividend Fund Transaction History
COMPASS ION ADVISORS, LLC portfolio value:
$227,000
portfolio value
COMPASS ION ADVISORS, LLC quarter portfolio value change:
-6.30%
quarter
WisdomTree U.S. Total Dividend Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -16K | $54.26 | 4.19K | |
| Q2 2022 | share | 0.00% | 0 shares | -28K | $57.91 | 4.19K | |
| Q1 2022 | share | Increase | 0.00% | 4.19K shares | 271K | $64.56 | 4.19K |