PRINCIPLE WEALTH PARTNERS LLC – WisdomTree U.S. SmallCap Dividend Fund Transaction History
PRINCIPLE WEALTH PARTNERS LLC portfolio value:
$492,000
portfolio value
PRINCIPLE WEALTH PARTNERS LLC quarter portfolio value change:
-8.79%
quarter
WisdomTree U.S. SmallCap Dividend Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -47K | $25.74 | 19.10K | |
| Q2 2022 | share | Decrease | -7.52% | -1.55K shares | -119K | $28.22 | 19.10K |
| Q1 2022 | share | Decrease | -15.73% | -3.85K shares | -148K | $31.87 | 20.65K |
| Q4 2021 | share | Increase | +11.21% | 2.47K shares | 126K | $32.85 | 24.51K |
| Q3 2021 | share | Increase | +0.04% | 8 shares | -23K | $30.7 | 22.04K |
| Q2 2021 | share | Increase | +0.02% | 5 shares | 17K | $31.53 | 22.03K |
| Q1 2021 | share | Increase | +12.24% | 2.40K shares | 164K | $30.63 | 22.03K |
| Q4 2020 | share | Increase | 0.00% | 19.62K shares | 522K | $26.14 | 19.62K |