STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. – WisdomTree U.S. LargeCap Dividend Fund Transaction History
STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. portfolio value:
$4.85M
portfolio value
STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. 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 | Increase | +2.73% | 2.33K shares | -199K | $55.26 | 87.86K |
| Q2 2022 | share | Increase | +4.81% | 3.92K shares | -308K | $59.1 | 85.53K |
| Q1 2022 | share | Increase | +5.15% | 3.99K shares | 238K | $65.72 | 81.60K |
| Q4 2021 | share | Increase | +112.84% | 41.14K shares | 776K | $66 | 77.60K |
| Q3 2021 | share | Increase | +7.37% | 2.50K shares | 263K | $118.92 | 36.46K |
| Q2 2021 | share | Increase | +9.70% | 3.00K shares | 536K | $119.29 | 33.95K |
| Q1 2021 | share | Decrease | -0.03% | -10 shares | 221K | $113.07 | 30.95K |
| Q4 2020 | share | Increase | +0.37% | 114 shares | 335K | $105.51 | 30.96K |
| Q3 2020 | share | Increase | +12.31% | 3.38K shares | 443K | $94.43 | 30.85K |
| Q2 2020 | share | Increase | +0.57% | 155 shares | 340K | $89.8 | 27.47K |
| Q1 2020 | share | Increase | +45.93% | 8.59K shares | 228K | $77.66 | 27.31K |
| Q4 2019 | share | Increase | +3.21% | 583 shares | 186K | $100.89 | 18.71K |
| Q3 2019 | share | Increase | +3.29% | 578 shares | 96K | $93.7 | 18.13K |
| Q2 2019 | share | Decrease | -8.44% | -1.61K shares | -106K | $91.03 | 17.55K |
| Q1 2019 | share | Increase | +25.50% | 3.89K shares | 517K | $87.89 | 19.17K |
| Q4 2018 | share | Increase | 0.00% | 15.27K shares | 1.29M | $78.27 | 15.27K |