IAG WEALTH PARTNERS, LLC – WisdomTree U.S. SmallCap Dividend Fund Transaction History
IAG WEALTH PARTNERS, LLC portfolio value:
$1.52M
portfolio value
IAG WEALTH PARTNERS, LLC quarter portfolio value change:
-8.79%
quarter
WisdomTree U.S. SmallCap Dividend Fund 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Decrease | -0.66% | -394 shares | -158K | $25.74 | 59.26K |
Q2 2022 | share | Decrease | -3.63% | -2.24K shares | -289K | $28.22 | 59.66K |
Q1 2022 | share | Decrease | -1.96% | -1.23K shares | -102K | $31.87 | 61.90K |
Q4 2021 | share | Decrease | -4.06% | -2.67K shares | 45K | $32.85 | 63.14K |
Q3 2021 | share | Decrease | -1.75% | -1.17K shares | -107K | $30.7 | 65.81K |
Q2 2021 | share | Decrease | -6.08% | -4.33K shares | -85K | $31.53 | 66.98K |
Q1 2021 | share | Increase | +5.65% | 3.81K shares | 426K | $30.63 | 71.32K |
Q4 2020 | share | Increase | +7.20% | 4.53K shares | 468K | $26.14 | 67.51K |
Q3 2020 | share | Increase | +20.53% | 10.72K shares | 221K | $20.48 | 62.97K |
Q2 2020 | share | Increase | +80.74% | 23.34K shares | 586K | $20.41 | 52.24K |
Q1 2020 | share | Increase | 0.00% | 28.90K shares | 521K | $17.21 | 28.90K |