GREAT POINT WEALTH ADVISORS, LLC – WisdomTree U.S. MidCap Earnings Fund Transaction History
GREAT POINT WEALTH ADVISORS, LLC portfolio value:
$10.12M
portfolio value
GREAT POINT WEALTH ADVISORS, LLC quarter portfolio value change:
-4.33%
quarter
WisdomTree U.S. MidCap Earnings Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -5.78% | -14.13K shares | -1.10M | $43.98 | 230.23K |
| Q2 2022 | share | Decrease | -22.56% | -71.17K shares | -6.02M | $45.97 | 244.36K |
| Q1 2022 | share | Decrease | -10.99% | -38.95K shares | -2.69M | $54.68 | 315.53K |
| Q4 2021 | share | Increase | +6.49% | 21.60K shares | 2.63M | $56.22 | 354.48K |
| Q3 2021 | share | Increase | +23.05% | 62.35K shares | 3.14M | $52.01 | 332.88K |
| Q2 2021 | share | Increase | +20.03% | 45.15K shares | 2.69M | $52.11 | 270.52K |
| Q1 2021 | share | Increase | +173.95% | 143.10K shares | 7.90M | $50.51 | 225.37K |
| Q4 2020 | share | Increase | +66.88% | 32.97K shares | 1.96M | $43.08 | 82.26K |
| Q3 2020 | share | 0.00% | 0 shares | 0 | $33.65 | 49.29K | |
| Q2 2020 | share | Increase | +35.95% | 13.03K shares | 648K | $31.94 | 49.29K |
| Q1 2020 | share | Increase | 0.00% | 36.26K shares | 958K | $25.81 | 36.26K |