IAG WEALTH PARTNERS, LLC – WisdomTree U.S. LargeCap Dividend Fund Transaction History
IAG WEALTH PARTNERS, LLC portfolio value:
$19.74M
portfolio value
IAG WEALTH PARTNERS, LLC quarter portfolio value change:
-6.50%
quarter
WisdomTree U.S. LargeCap Dividend Fund 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Increase | +5.26% | 17.86K shares | -316K | $55.26 | 357.28K |
Q2 2022 | share | Increase | +4.30% | 13.99K shares | -1.32M | $59.1 | 339.42K |
Q1 2022 | share | Increase | +6.34% | 19.39K shares | 1.17M | $65.72 | 325.43K |
Q4 2021 | share | Increase | +115.48% | 164.01K shares | 3.26M | $66 | 306.04K |
Q3 2021 | share | Increase | +6.24% | 8.34K shares | 858K | $118.92 | 142.02K |
Q2 2021 | share | Increase | +2.12% | 2.77K shares | 1.07M | $119.29 | 133.68K |
Q1 2021 | share | Increase | +5.22% | 6.49K shares | 1.63M | $113.07 | 130.91K |
Q4 2020 | share | Increase | +8.00% | 9.21K shares | 2.19M | $105.51 | 124.41K |
Q3 2020 | share | Increase | +15.26% | 15.24K shares | 1.89M | $94.43 | 115.20K |
Q2 2020 | share | Increase | +54.31% | 35.17K shares | 4.04M | $89.8 | 99.95K |
Q1 2020 | share | Increase | +481.87% | 53.64K shares | 4.06M | $77.66 | 64.77K |
Q4 2019 | share | Increase | 0.00% | 11.13K shares | 1.18M | $100.89 | 11.13K |