AMPLIUS WEALTH ADVISORS, LLC – WisdomTree U.S. LargeCap Dividend Fund Transaction History
AMPLIUS WEALTH ADVISORS, LLC portfolio value:
$27.64M
portfolio value
AMPLIUS 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 | Increase | +17.75% | 75.41K shares | 2.53M | $55.26 | 500.30K |
| Q2 2022 | share | Increase | +1925.88% | 403.91K shares | 23.73M | $59.1 | 424.88K |
| Q1 2022 | share | Increase | +0.52% | 109 shares | 1K | $65.72 | 20.97K |
| Q4 2021 | share | Increase | 0.00% | 20.86K shares | 1.37M | $66 | 20.86K |