SHOREHAVEN WEALTH PARTNERS, LLC – WisdomTree U.S. LargeCap Dividend Fund Transaction History
SHOREHAVEN WEALTH PARTNERS, LLC portfolio value:
$12.20M
portfolio value
SHOREHAVEN WEALTH PARTNERS, 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 | +17.97% | 33.66K shares | 1.14M | $55.26 | 220.94K |
| Q2 2022 | share | Increase | +93.16% | 90.32K shares | 4.69M | $59.1 | 187.28K |
| Q1 2022 | share | Decrease | -56.40% | -125.42K shares | -8.31M | $65.72 | 96.96K |
| Q4 2021 | share | Increase | +100.62% | 111.53K shares | 1.46M | $66 | 222.38K |
| Q3 2021 | share | Increase | +2.17% | 2.35K shares | 169K | $118.92 | 110.85K |
| Q2 2021 | share | Increase | +14.56% | 13.79K shares | 2.19M | $119.29 | 108.5K |
| Q1 2021 | share | Increase | +3.64% | 3.32K shares | 1.03M | $113.07 | 94.71K |
| Q4 2020 | share | Increase | 0.00% | 91.38K shares | 9.82M | $105.51 | 91.38K |