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 641,627$27,699,00012.76%
Choice Wealth Advisors, LLC 245,788$10,611,0008.60%
WESCAP Management Group, Inc. 510,858$22,054,0006.41%
Summit Asset Management, LLC 360,491$15,562,0004.88%
Cardinal Point Wealth Management LLC 237,089$10,235,0004.81%
Trinity Wealth Management, LLC 145,094$6,264,0004.74%
Sculati Wealth Management, LLC 172,527$7,448,0003.95%
SPC Financial, Inc. 695,870$30,041,0003.72%
DHJJ Financial Advisors, Ltd. 62,147$2,689,0001.39%
Corbenic Partners LLC 129,645$5,597,0001.36%
View complete list of WISDOMTREE TR shareholders