BDO WEALTH ADVISORS, LLC – WisdomTree U.S. LargeCap Dividend Fund Transaction History
BDO WEALTH ADVISORS, LLC portfolio value:
$318,000
portfolio value
BDO WEALTH ADVISORS, LLC quarter portfolio value change:
-6.50%
quarter
WisdomTree U.S. LargeCap Dividend Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 0 | $55.26 | 5.38K | |
| Q2 2022 | share | Increase | +20.33% | 910 shares | 24K | $59.1 | 5.38K |
| Q1 2022 | share | 0.00% | 0 shares | -2K | $65.72 | 4.47K | |
| Q4 2021 | share | Increase | +100.00% | 2.23K shares | 29K | $66 | 4.47K |
| Q3 2021 | share | 0.00% | 0 shares | -2K | $118.92 | 2.23K | |
| Q2 2021 | share | 0.00% | 0 shares | 12K | $119.29 | 2.23K | |
| Q1 2021 | share | Increase | 0.00% | 2.23K shares | 257K | $113.07 | 2.23K |
| Q1 2019 | share | Decrease | -100.00% | -197 shares | -17K | $87.89 | 0 |
| Q4 2018 | share | Increase | +1.03% | 2 shares | -2K | $78.27 | 197 |
| Q3 2018 | share | Increase | +0.52% | 1 shares | 2K | $87.73 | 195 |
| Q2 2018 | share | Increase | +0.52% | 1 shares | 0 | $81.91 | 194 |
| Q1 2018 | share | Increase | 0.00% | 193 shares | 17K | $80.3 | 193 |
| Q3 2017 | share | Decrease | -100.00% | -189 shares | -16K | $77.81 | 0 |
| Q2 2017 | share | Increase | 0.00% | 189 shares | 16K | $74.82 | 189 |