MARCUM WEALTH, LLC – WisdomTree U.S. Quality Dividend Growth Fund Transaction History
MARCUM WEALTH, LLC portfolio value:
$324,000
portfolio value
MARCUM WEALTH, LLC quarter portfolio value change:
-5.93%
quarter
WisdomTree U.S. Quality Dividend Growth Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.57% | 34 shares | -18K | $53.91 | 6.01K |
| Q2 2022 | share | Increase | +6.64% | 372 shares | -15K | $57.31 | 5.97K |
| Q1 2022 | share | Increase | +1.17% | 65 shares | -8K | $63.67 | 5.60K |
| Q4 2021 | share | Increase | +0.13% | 7 shares | 39K | $65.83 | 5.53K |
| Q3 2021 | share | Increase | +50.69% | 1.86K shares | 107K | $58.71 | 5.53K |
| Q2 2021 | share | Increase | +0.47% | 17 shares | 10K | $59.26 | 3.67K |
| Q1 2021 | share | Increase | 0.00% | 3.65K shares | 209K | $56.5 | 3.65K |