Hefty Wealth Partners’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Hefty Wealth Partners’s Portfolio DEM Stock Details DEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$1.99M	Buy	41,540 +7,338	+21%	+$351K	1.28%	28
2017 Q4	$1.55M	Buy	34,202 +1,163	+4%	+$50.8K	0.96%	33
2017 Q3	$1.42M	Buy	33,039 +404	+1%	+$17.4K	0.94%	35
2017 Q2	$1.34M	Buy	32,635 +3,804	+13%	+$156K	0.91%	37
2017 Q1	$1.18M	Buy	28,831 +2,861	+11%	+$114K	0.86%	46
2016 Q4	$969K	Buy	25,970 +1,222	+5%	+$45.6K	0.81%	40
2016 Q3	$929K	Buy	24,748 +2,525	+11%	+$95.3K	0.71%	53
2016 Q2	$787K	Buy	22,223 +2,029	+10%	+$70.2K	0.65%	59
2016 Q1	$703K	Buy	20,194 +11,699	+138%	+$366K	0.66%	61
2015 Q4	$268K	Buy	+8,495	New	+$292K	0.26%	85

Other funds holding DEM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Cornerstone Capital Palo Alto, California $1B AUM 21.47% 1-Year Est. Return

Hefty Wealth Partners's DEM Position: Q1 2018 in Review

Hefty Wealth Partners increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 21% in Q1 2018, buying an estimated $351K and bringing the position to 41,540 shares worth $1.99M. The position accounts for 1.28% of the portfolio, ranked #28.

Hefty Wealth Partners first reported a position in DEM in Q4 2015 and has held it in 10 quarters since. 252 funds tracked by Wall St. Rank hold DEM as of Q1 2018.

Hefty Wealth Partners held 41,540 shares of WisdomTree Emerging Markets High Dividend Fund worth $1.99M as of Q1 2018.
Hefty Wealth Partners bought 7,338 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2018, an estimated $351K.
WisdomTree Emerging Markets High Dividend Fund made up 1.28% of Hefty Wealth Partners's portfolio in Q1 2018, its #28 holding.
Hefty Wealth Partners first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2015 and has held it in 10 quarters since.
252 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.