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WisdomTree MidCap Dividend Fund shares owned by Hefty Wealth Partners

Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Hefty Wealth Partners from 13F filings

Historical chart of Hefty Wealth Partners investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree MidCap Dividend Fund 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 MidCap Dividend Fund by Hefty Wealth Partners

Quarter filed Position value Share count Share price at filing
2018-03-31 $1.3M 37k 34.11
2017-12-31 $1.8M 51k 35.29
2017-09-30 $1.6M 16k 99.94
2017-06-30 $1.5M 16k 97.72
2017-03-31 $1.1M 12k 97.53
2016-12-31 $1.6M 17k 94.37
2016-09-30 $1.1M 12k 90.87
2016-06-30 $653k 7.3k 89.42
2016-03-31 $568k 6.6k 86.10

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 MidCap Dividend Fund

Bank of America Corporation
LPL Financial
Linscomb & Williams
UBS Group
Creative Planning
Ameriprise Financial
Wells Fargo & Company
Financial Planning & Information Services
Commonwealth Equity Services
Royal Bank of Canada
Raymond James Financial Services Advisors
Sandy Spring Bank
Coldstream Capital Management
Cetera Investment Advisers
IAG Wealth Partners

View all funds holding WisdomTree MidCap Dividend Fund