Shore Haven Wealth Partners, LLC Wisdomtree Tr U.S Transaction History

Shore Haven Wealth Partners, LLC

  • $237 Million
  • Q3 2025

A detailed history of Shore Haven Wealth Partners, LLC transactions in Wisdomtree Tr U.S stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 11,857 shares of DHS stock, worth $1.19 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
11,857
Previous 6,684 77.39%
Holding current value
$1.19 Million
Previous $641,000 86.27%
% of portfolio
0.5%
Previous 0.29%

Shares

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

Oct 23, 2025
BUY
$96.42 - $101.82 $498,780 - $526,714
5,173 Added 77.39%
11,857 $1.19 Million
Q2 2025

Jul 29, 2025
SELL
$87.71 - $98.37 $936,041 - $1.05 Million
-10,672 Reduced 61.49%
6,684 $641,000
Q1 2025

May 06, 2025
BUY
$91.55 - $99.74 $27,556 - $30,021
301 Added 1.76%
17,356 $1.72 Million
Q4 2024

Jan 29, 2025
BUY
$92.66 - $100.58 $16,771 - $18,204
181 Added 1.07%
17,055 $1.59 Million
Q3 2024

Oct 24, 2024
SELL
$83.9 - $93.83 $98,666 - $110,344
-1,176 Reduced 6.52%
16,874 $1.58 Million
Q2 2024

Jul 24, 2024
SELL
$81.94 - $87.24 $164,781 - $175,439
-2,011 Reduced 10.02%
18,050 $1.53 Million
Q1 2024

May 02, 2024
BUY
$79.77 - $86.66 $78,334 - $85,100
982 Added 5.15%
20,061 $1.74 Million
Q4 2023

Feb 06, 2024
BUY
$73.7 - $83.0 $48,052 - $54,116
652 Added 3.54%
19,079 $1.57 Million
Q3 2023

Oct 24, 2023
SELL
$77.8 - $83.01 $67,452 - $71,969
-867 Reduced 4.49%
18,427 $1.44 Million
Q2 2023

Jul 19, 2023
SELL
$76.29 - $83.88 $13,884 - $15,266
-182 Reduced 0.93%
19,294 $1.54 Million
Q1 2023

Apr 14, 2023
SELL
$78.69 - $89.17 $50,597 - $57,336
-643 Reduced 3.2%
19,476 $1.6 Million
Q4 2022

Jan 24, 2023
SELL
$77.6 - $89.39 $319,944 - $368,554
-4,123 Reduced 17.01%
20,119 $0
Q3 2022

Nov 09, 2022
SELL
$75.81 - $87.12 $1.01 Million - $1.16 Million
-13,313 Reduced 35.45%
24,242 $1.84 Million
Q2 2022

Aug 01, 2022
BUY
$80.0 - $91.19 $295,840 - $337,220
3,698 Added 10.92%
37,555 $3.09 Million
Q1 2022

May 13, 2022
BUY
$82.52 - $88.81 $682,605 - $734,636
8,272 Added 32.33%
33,857 $2.98 Million
Q4 2021

Jan 21, 2022
BUY
$76.78 - $82.54 $7,678 - $8,254
100 Added 0.39%
25,585 $2.11 Million
Q3 2021

Oct 28, 2021
BUY
$76.98 - $81.05 $345,717 - $363,995
4,491 Added 21.39%
25,485 $1.96 Million
Q2 2021

Aug 16, 2021
BUY
$76.59 - $80.99 $190,249 - $201,179
2,484 Added 13.42%
20,994 $1.64 Million
Q1 2021

May 13, 2021
BUY
$68.47 - $76.8 $1.27 Million - $1.42 Million
18,510 New
18,510 $1.41 Million

Others Institutions Holding DHS

# of Institutions
266
Shares Held
6.82M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S

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