TRADITION WEALTH MANAGEMENT, LLC – WisdomTree U.S. Al Enhanced Value Fund Transaction History
TRADITION WEALTH MANAGEMENT, LLC portfolio value:
$287,000
portfolio value
TRADITION WEALTH MANAGEMENT, LLC quarter portfolio value change:
-8.01%
quarter
WisdomTree U.S. Al Enhanced Value Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -25K | $81.63 | 3.51K | |
| Q2 2022 | share | Decrease | -0.73% | -26 shares | -39K | $88.74 | 3.51K |
| Q1 2022 | share | 0.00% | 0 shares | -7K | $99.06 | 3.54K | |
| Q4 2021 | share | 0.00% | 0 shares | 25K | $0 | 3.54K | |
| Q3 2021 | share | 0.00% | 0 shares | -12K | $93.66 | 3.54K | |
| Q2 2021 | share | 0.00% | 0 shares | 11K | $96.16 | 3.54K | |
| Q1 2021 | share | 0.00% | 0 shares | 37K | $92.5 | 3.54K | |
| Q4 2020 | share | Increase | 0.00% | 3.54K shares | 297K | $81.89 | 3.54K |