CFS INVESTMENT ADVISORY SERVICES, LLC – WisdomTree U.S. Total Dividend Fund Transaction History
CFS INVESTMENT ADVISORY SERVICES, LLC portfolio value:
$4M
portfolio value
CFS INVESTMENT ADVISORY SERVICES, LLC quarter portfolio value change:
-6.30%
quarter
WisdomTree U.S. Total Dividend Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3473.18% | 196.30K shares | 3.67M | $54.26 | 201.95K |
| Q2 2022 | share | Decrease | -98.45% | -359.24K shares | -5.67M | $57.91 | 5.65K |
| Q1 2022 | share | Increase | +6356.00% | 359.24K shares | 5.64M | $64.56 | 364.89K |
| Q4 2021 | share | Increase | +100.00% | 2.82K shares | 28K | $64.7 | 5.65K |
| Q3 2021 | share | Increase | 0.00% | 2.82K shares | 332K | $117.05 | 2.82K |
| Q2 2021 | share | Decrease | -100.00% | -2.82K shares | -296K | $117.43 | 0 |
| Q4 2020 | share | Increase | 0.00% | 2.82K shares | 296K | $102.91 | 2.82K |