AMPLIUS WEALTH ADVISORS, LLC – WisdomTree U.S. Total Dividend Fund Transaction History
AMPLIUS WEALTH ADVISORS, LLC portfolio value:
$424,000
portfolio value
AMPLIUS WEALTH ADVISORS, 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 | +1.69% | 130 shares | -21K | $54.26 | 7.81K |
| Q2 2022 | share | Decrease | -30.71% | -3.40K shares | -271K | $57.91 | 7.68K |
| Q1 2022 | share | 0.00% | 0 shares | -2K | $64.56 | 11.09K | |
| Q4 2021 | share | Increase | 0.00% | 11.09K shares | 718K | $64.7 | 11.09K |