GRAVES LIGHT LENHART WEALTH, INC. – WisdomTree U.S. Al Enhanced Value Fund Transaction History
GRAVES LIGHT LENHART WEALTH, INC. portfolio value:
$308,000
portfolio value
GRAVES LIGHT LENHART WEALTH, INC. quarter portfolio value change:
-8.01%
quarter
WisdomTree U.S. Al Enhanced Value Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -27K | $81.63 | 3.77K | |
| Q2 2022 | share | Decrease | -0.81% | -31 shares | -42K | $88.74 | 3.77K |
| Q1 2022 | share | 0.00% | 0 shares | -8K | $99.06 | 3.80K | |
| Q4 2021 | share | 0.00% | 0 shares | 27K | $0 | 3.80K | |
| Q3 2021 | share | 0.00% | 0 shares | -12K | $93.66 | 3.80K | |
| Q2 2021 | share | 0.00% | 0 shares | 11K | $96.16 | 3.80K | |
| Q1 2021 | share | Decrease | -1.45% | -56 shares | 36K | $92.5 | 3.80K |
| Q4 2020 | share | 0.00% | 0 shares | 32K | $81.89 | 3.86K | |
| Q3 2020 | share | Decrease | -9.38% | -400 shares | -23K | $72.88 | 3.86K |
| Q2 2020 | share | Decrease | -10.50% | -500 shares | 6K | $70.58 | 4.26K |
| Q1 2020 | share | 0.00% | 0 shares | -133K | $61.24 | 4.76K | |
| Q4 2019 | share | 0.00% | 0 shares | 23K | $86.98 | 4.76K | |
| Q3 2019 | share | 0.00% | 0 shares | 9K | $81.33 | 4.76K | |
| Q2 2019 | share | 0.00% | 0 shares | 2K | $79.05 | 4.76K | |
| Q1 2019 | share | Increase | +37.70% | 1.30K shares | 141K | $78.04 | 4.76K |
| Q4 2018 | share | Increase | 0.00% | 3.45K shares | 266K | $69.92 | 3.45K |