ShoreHaven Wealth Partners, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WFHY and the CUSIP is 97717X172. A total of 40 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
ShoreHaven Wealth Partners, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2022$1,916,000
-6.1%
38,835
-0.1%
1.01%0.0%
Q4 2021$2,040,000
-0.1%
38,886
+0.1%
1.01%
-5.0%
Q3 2021$2,043,000
+2332.1%
38,834
+2313.5%
1.06%
+2213.0%
Q1 2021$84,000
+320.0%
1,609
+325.7%
0.05%
+318.2%
Q4 2020$20,0003780.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
Collaborative Wealth Managment Inc. 79,499$3,923,0002.26%
Private Wealth Strategies, L.L.C. 145,110$7,545,0002.09%
JD Financial Services Inc. 30,607$1,592,0002.02%
First Heartland Consultants, Inc. 53,447$2,780,0000.44%
AE Wealth Management LLC 538,685$28,014,0000.28%
CWM, LLC 570,964$30,129,0000.24%
Truadvice, LLC 15,400$805,0000.24%
Patriot Financial Group Insurance Agency, LLC 15,360$799,0000.18%
Acorn Wealth Advisors, LLC 4,751$247,0000.18%
Cornerstone Wealth Management, LLC 14,786$769,0000.09%
View complete list of WISDOMTREE TR shareholders