ALTA WEALTH ADVISORS LLC – WisdomTree U.S. LargeCap Dividend Fund Transaction History
ALTA WEALTH ADVISORS LLC portfolio value:
$963,000
portfolio value
ALTA WEALTH ADVISORS 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 | 0.00% | 0 shares | -67K | $55.26 | 17.42K | |
| Q2 2022 | share | 0.00% | 0 shares | -115K | $59.1 | 17.42K | |
| Q1 2022 | share | Increase | 0.00% | 17.42K shares | 1.14M | $65.72 | 17.42K |