SHOREHAVEN WEALTH PARTNERS, LLC – WisdomTree U.S. High Dividend Fund Transaction History
SHOREHAVEN WEALTH PARTNERS, LLC portfolio value:
$1.83M
portfolio value
SHOREHAVEN WEALTH PARTNERS, LLC quarter portfolio value change:
-7.87%
quarter
WisdomTree U.S. High Dividend Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -35.45% | -13.31K shares | -1.25M | $75.81 | 24.24K |
| Q2 2022 | share | Increase | +10.92% | 3.69K shares | 108K | $82.29 | 37.55K |
| Q1 2022 | share | Increase | +32.33% | 8.27K shares | 871K | $88.09 | 33.85K |
| Q4 2021 | share | Increase | +0.39% | 100 shares | 150K | $82.44 | 25.58K |
| Q3 2021 | share | Increase | +21.39% | 4.49K shares | 319K | $76.51 | 25.48K |
| Q2 2021 | share | Increase | +13.42% | 2.48K shares | 230K | $77.03 | 20.99K |
| Q1 2021 | share | Increase | 0.00% | 18.51K shares | 1.41M | $74.56 | 18.51K |