Hefty Wealth Partners - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 252 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is 0.54 and the average weighting 0.4%.

Quarter-by-quarter ownership
Hefty Wealth Partners ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2018$1,986,000
+28.0%
41,540
+21.5%
1.28%
+33.1%
Q4 2017$1,551,000
+9.1%
34,202
+3.5%
0.96%
+2.3%
Q3 2017$1,421,000
+6.3%
33,039
+1.2%
0.94%
+2.8%
Q2 2017$1,337,000
+13.6%
32,635
+13.2%
0.91%
+6.7%
Q1 2017$1,177,000
+21.5%
28,831
+11.0%
0.86%
+5.4%
Q4 2016$969,000
+4.3%
25,970
+4.9%
0.81%
+15.2%
Q3 2016$929,000
+18.0%
24,748
+11.4%
0.70%
+8.6%
Q2 2016$787,000
+11.9%
22,223
+10.0%
0.65%
-1.4%
Q1 2016$703,000
+162.3%
20,194
+137.7%
0.66%
+158.0%
Q4 2015$268,0008,4950.26%
Other shareholders
WISDOMTREE TR shareholders Q1 2018
NameSharesValueWeighting ↓
All Season Financial Advisors, Inc. 65,967$2,443,0002.09%
ASPIRIANT, LLC 1,016,096$37,625,0001.82%
FUKOKU MUTUAL LIFE INSURANCE Co 458,000$16,960,0001.44%
AVANTAX ADVISORY SERVICES, INC. 2,133,738$79,012,0001.19%
JNBA Financial Advisors 205,168$7,597,0001.15%
Eagle Strategies LLC 80,790$2,992,0001.09%
VAUGHAN & Co SECURITIES, INC. 35,403$1,311,0001.05%
Cornerstone Capital, Inc. 209,495$7,758,0000.99%
Karp Capital Management Corp 149,890$5,550,0000.98%
McNamara Financial Services, Inc. 90,335$3,345,0000.95%
View complete list of WISDOMTREE TR shareholders