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WisdomTree Emerging Markets Eq shares owned by Hefty Wealth Partners

Quarter-by-quarter ownership of WisdomTree Emerging Markets Eq (DEM) shares owned by Hefty Wealth Partners from 13F filings

Historical chart of Hefty Wealth Partners investment in WisdomTree Emerging Markets Eq

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All positions including WisdomTree Emerging Markets Eq held by Hefty Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Emerging Markets Eq by Hefty Wealth Partners

Quarter filed Position value Share count Share price at filing
2018-03-31 $2.0M 42k 47.81
2017-12-31 $1.6M 34k 45.35
2017-09-30 $1.4M 33k 43.01
2017-06-30 $1.3M 33k 40.97
2017-03-31 $1.2M 29k 40.82
2016-12-31 $969k 26k 37.31
2016-09-30 $929k 25k 37.54
2016-06-30 $787k 22k 35.41
2016-03-31 $703k 20k 34.81
2015-12-31 $268k 8.5k 31.55

More positions owned by Hefty Wealth Partners

iShares S&P 1500 Index Fund (ITOT)
Powershares Exchange
Ishares Inc msci world idx (URTH)
Ishares Tr core tl usd bd (IUSB)
Goldman Sachs Etf Tr (GSLC)
Powershares Etf Tr Ii s&p600 lovl pt
iShares S&P 500 Index (IVV)
iShares Lehman 1-3 Year Treas.Bond (SHY)
SPDR S&P Dividend (SDY)
Vanguard Mid-Cap ETF (VO)
Ishares Tr usa min vo (USMV)
Vanguard Large-Cap ETF (VV)
Ishares Tr fltg rate nt (FLOT)
Materials SPDR (XLB)
Financial Select Sector SPDR (XLF)

View all positions for Hefty Wealth Partners

Top funds holding WisdomTree Emerging Markets Eq

Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Ameriprise Financial
Creative Planning
LPL Financial
UBS Group
Envestnet Asset Management
CWM
Arden Trust
Royal Bank of Canada
Assetmark
Commonwealth Equity Services
Jpmorgan Chase & Co
Aspiriant

View all funds holding WisdomTree Emerging Markets Eq