HERITAGE WEALTH MANAGEMENT, LLC – WisdomTree Emerging Markets ex-State-Owned Enterprises Fund Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$231,000
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-14.16%
quarter
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Decrease | -15.52% | -1.72K shares | -88.03K | $24.62 | 9.39K |
Q2 2022 | share | Decrease | -9.70% | -1.19K shares | -82.96K | $28.68 | 11.12K |
Q1 2022 | share | Decrease | -38.03% | -7.56K shares | -340K | $32.66 | 12.31K |
Q3 2021 | share | Decrease | -24.66% | -6.50K shares | -368K | $37.32 | 19.88K |
Q2 2021 | share | Increase | 0.00% | 26.38K shares | 1.11M | $41.83 | 26.38K |