LEGACY WEALTH PLANNING, LLC – WisdomTree U.S. Quality Dividend Growth Fund Transaction History
LEGACY WEALTH PLANNING, LLC portfolio value:
$6.66M
portfolio value
LEGACY WEALTH PLANNING, 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 | Decrease | -2.81% | -3.57K shares | -625K | $53.91 | 123.57K |
| Q2 2022 | share | Increase | +15.59% | 17.14K shares | 283K | $57.31 | 127.14K |
| Q1 2022 | share | Decrease | -5.21% | -6.04K shares | -639K | $63.67 | 110.00K |
| Q4 2021 | share | Decrease | -18.18% | -25.79K shares | -703K | $65.83 | 116.04K |
| Q3 2021 | share | Decrease | -38.76% | -89.76K shares | -5.47M | $58.71 | 141.83K |
| Q2 2021 | share | Increase | +5.55% | 12.18K shares | 1.27M | $59.26 | 231.59K |
| Q1 2021 | share | Increase | +0.88% | 1.91K shares | 812K | $56.5 | 219.41K |
| Q4 2020 | share | Decrease | -8.46% | -20.09K shares | -42K | $53.08 | 217.50K |
| Q3 2020 | share | Decrease | -1.83% | -4.43K shares | 768K | $48.44 | 237.59K |
| Q2 2020 | share | Decrease | -2.35% | -5.81K shares | 1.36M | $44.28 | 242.03K |
| Q1 2020 | share | Increase | +5771.81% | 243.62K shares | 9.43M | $37.63 | 247.84K |
| Q4 2019 | share | Increase | 0.00% | 4.22K shares | 205K | $46.63 | 4.22K |