Shore Haven Wealth Partners, LLC Wisdomtree Tr Transaction History

Shore Haven Wealth Partners, LLC

  • $237 Million
  • Q3 2025

A detailed history of Shore Haven Wealth Partners, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 33,419 shares of DTH stock, worth $1.63 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
33,419
Previous 28,594 16.87%
Holding current value
$1.63 Million
Previous $1.32 Million 24.02%
% of portfolio
0.69%
Previous 0.6%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$46.13 - $49.9 $222,577 - $240,767
4,825 Added 16.87%
33,419 $1.64 Million
Q2 2025

Jul 29, 2025
BUY
$37.84 - $46.83 $1.08 Million - $1.34 Million
28,594 New
28,594 $1.32 Million

Others Institutions Holding DTH

# of Institutions
113
Shares Held
6.52M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR

DTH Quotes by TradingView
  • Ticker DTH
  • Sector ETFs
  • Industry ETFs
More about DTH
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