Hefty Wealth Partners - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 81 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Hefty Wealth Partners ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2018$1,245,000
+1.1%
40,321
+3.7%
0.80%
+5.2%
Q4 2017$1,231,000
+29.6%
38,864
+25.4%
0.76%
+21.3%
Q3 2017$950,000
+9.7%
30,995
+5.9%
0.63%
+6.1%
Q2 2017$866,000
+10.5%
29,264
+6.0%
0.59%
+3.9%
Q1 2017$784,00027,6100.57%
Other shareholders
WISDOMTREE TR shareholders Q1 2018
NameSharesValueWeighting ↓
Lake Point Wealth Management 629,378$27,768,00012.95%
Choice Wealth Advisors, LLC 242,140$10,683,0007.68%
WESCAP Management Group, Inc. 498,833$22,008,0006.39%
Summit Asset Management, LLC 352,773$15,564,0004.89%
Trinity Wealth Management, LLC 140,204$6,186,0004.84%
Cardinal Point Wealth Management LLC 232,380$10,253,0004.63%
Sculati Wealth Management, LLC 170,673$7,530,0003.99%
SPC Financial, Inc. 665,452$29,360,0003.56%
Castleview Partners, LLC 128,709$5,679,0002.49%
Corbenic Partners LLC 127,621$5,631,0001.48%
View complete list of WISDOMTREE TR shareholders