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 ↓
INVENIO WEALTH PARTNERS LLC 113,325$4,894,5074.46%
Collaborative Wealth Managment Inc. 130,146$5,621,0263.35%
Millington Financial Advisors, LLC 25,631$1,107,0050.99%
KLR INVESTMENT ADVISORS, LLC 23,258$1,040,5670.95%
Truadvice, LLC 33,477$1,449,2260.57%
CWM, LLC 1,866,240$80,6030.49%
Oxinas Partners Wealth Management LLC 12,680$547,6490.41%
Melone Private Wealth, LLC 13,123$566,7910.40%
My Legacy Advisors, LLC 19,108$806,9030.33%
Team Financial Group, LLC 7,425$320,7020.26%
View complete list of WISDOMTREE TR shareholders