9258 WEALTH MANAGEMENT, LLC – WisdomTree U.S. SmallCap Earnings Fund Transaction History
9258 WEALTH MANAGEMENT, LLC portfolio value:
$3.56M
portfolio value
9258 WEALTH MANAGEMENT, LLC quarter portfolio value change:
-4.74%
quarter
WisdomTree U.S. SmallCap Earnings Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.62% | -1.5K shares | -239K | $39.17 | 91.09K |
| Q2 2022 | share | Decrease | -0.27% | -250 shares | -646K | $41.12 | 92.59K |
| Q1 2022 | share | 0.00% | 0 shares | -319K | $47.96 | 92.84K | |
| Q4 2021 | share | 0.00% | 0 shares | 285K | $51.43 | 92.84K | |
| Q3 2021 | share | 0.00% | 0 shares | -98K | $48.33 | 92.84K | |
| Q2 2021 | share | 0.00% | 0 shares | 186K | $49.23 | 92.84K | |
| Q1 2021 | share | 0.00% | 0 shares | 786K | $47.1 | 92.84K | |
| Q4 2020 | share | Decrease | -3.66% | -3.52K shares | 654K | $38.63 | 92.84K |
| Q3 2020 | share | Decrease | -10.83% | -11.7K shares | -108K | $29.51 | 96.36K |
| Q2 2020 | share | Decrease | -1.91% | -2.1K shares | 338K | $27.95 | 108.06K |
| Q1 2020 | share | Decrease | -2.05% | -2.3K shares | -1.59M | $21.92 | 110.16K |
| Q4 2019 | share | Increase | 0.00% | 112.46K shares | 4.32M | $37.5 | 112.46K |