AMPLIUS WEALTH ADVISORS, LLC – WisdomTree U.S. Quality Dividend Growth Fund Transaction History
AMPLIUS WEALTH ADVISORS, LLC portfolio value:
$238,000
portfolio value
AMPLIUS WEALTH ADVISORS, LLC quarter portfolio value change:
-5.93%
quarter
WisdomTree U.S. Quality Dividend Growth Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +13.60% | 528 shares | 16K | $53.91 | 4.41K |
| Q2 2022 | share | Decrease | -24.53% | -1.26K shares | -105K | $57.31 | 3.88K |
| Q1 2022 | share | 0.00% | 0 shares | -11K | $63.67 | 5.14K | |
| Q4 2021 | share | Increase | 0.00% | 5.14K shares | 338K | $65.83 | 5.14K |