FOUNDERS FINANCIAL ALLIANCE, LLC – WisdomTree U.S. LargeCap Dividend Fund Transaction History
FOUNDERS FINANCIAL ALLIANCE, LLC portfolio value:
$416,000
portfolio value
FOUNDERS FINANCIAL ALLIANCE, 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 | +0.05% | 4 shares | -28K | $55.26 | 7.52K |
| Q2 2022 | share | Increase | +0.05% | 4 shares | -50K | $59.1 | 7.51K |
| Q1 2022 | share | Increase | +4.55% | 327 shares | 19K | $65.72 | 7.51K |
| Q4 2021 | share | Increase | +108.29% | 3.73K shares | 64K | $66 | 7.18K |
| Q3 2021 | share | Increase | +39.45% | 976 shares | 113K | $118.92 | 3.45K |
| Q2 2021 | share | Increase | +1.27% | 31 shares | 8K | $119.29 | 2.47K |
| Q1 2021 | share | Increase | +33.06% | 607 shares | 92K | $113.07 | 2.44K |
| Q4 2020 | share | 0.00% | 0 shares | 19K | $105.51 | 1.83K | |
| Q3 2020 | share | Increase | 0.00% | 1.83K shares | 179K | $94.43 | 1.83K |