WEALTHSPIRE ADVISORS, LLC – WisdomTree U.S. Quality Dividend Growth Fund Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
$11.19M
portfolio value
WEALTHSPIRE ADVISORS, LLC quarter portfolio value change:
-5.93%
quarter
WisdomTree U.S. Quality Dividend Growth Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.37% | -2.88K shares | -871K | $53.91 | 207.64K |
| Q2 2022 | share | Decrease | -0.06% | -135 shares | -1.34M | $57.31 | 210.53K |
| Q1 2022 | share | Decrease | -0.52% | -1.1K shares | -534K | $63.67 | 210.66K |
| Q4 2021 | share | Increase | +23.70% | 40.57K shares | 3.87M | $65.83 | 211.76K |
| Q3 2021 | share | Decrease | -8.82% | -16.55K shares | -1.13M | $58.71 | 171.19K |
| Q2 2021 | share | Decrease | -1.53% | -2.92K shares | 299K | $59.26 | 187.74K |
| Q1 2021 | share | Decrease | -2.41% | -4.7K shares | 362K | $56.5 | 190.66K |
| Q4 2020 | share | Increase | 0.00% | 195.36K shares | 10.54M | $53.08 | 195.36K |
| Q3 2020 | share | Decrease | -0.15% | -263 shares | 713K | $48.44 | 177.65K |
| Q2 2020 | share | Decrease | -1.81% | -3.28K shares | 1.04M | $44.28 | 177.91K |
| Q1 2020 | share | Increase | +4089.55% | 176.87K shares | 6.84M | $37.63 | 181.19K |
| Q4 2019 | share | Increase | 0.00% | 4.32K shares | 210K | $46.63 | 4.32K |