Hefty Wealth Partners’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$1.28M	Sell	37,405 -13,438	-26%	-$469K	0.82%	38
2017 Q4	$1.79M	Buy	50,843 +1,883	+4%	+$64.4K	1.11%	31
2017 Q3	$1.63M	Buy	48,960 +2,421	+5%	+$79K	1.08%	31
2017 Q2	$1.52M	Buy	46,539 +11,781	+34%	+$382K	1.04%	32
2017 Q1	$1.13M	Sell	34,758 -15,408	-31%	-$497K	0.82%	47
2016 Q4	$1.58M	Buy	50,166 +13,389	+36%	+$409K	1.32%	25
2016 Q3	$1.11M	Buy	36,777 +14,868	+68%	+$452K	0.85%	38
2016 Q2	$653K	Buy	21,909 +2,118	+11%	+$61.5K	0.54%	64
2016 Q1	$568K	Buy	+19,791	New	+$522K	0.53%	63

Other funds holding DON

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

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

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

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

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

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

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

Hefty Wealth Partners reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 26% in Q1 2018, selling an estimated $469K and leaving 37,405 shares worth $1.28M. The position accounts for 0.82% of the portfolio, ranked #38.

Hefty Wealth Partners first reported a position in DON in Q1 2016 and has held it in 9 quarters since. The position peaked at $1.79M in Q4 2017. 260 funds tracked by Wall St. Rank hold DON as of Q1 2018.

Hefty Wealth Partners held 37,405 shares of WisdomTree US MidCap Dividend Fund worth $1.28M as of Q1 2018.
Hefty Wealth Partners sold 13,438 WisdomTree US MidCap Dividend Fund shares in Q1 2018, an estimated $469K.
WisdomTree US MidCap Dividend Fund made up 0.82% of Hefty Wealth Partners's portfolio in Q1 2018, its #38 holding.
Hefty Wealth Partners first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2016 and has held it in 9 quarters since.
Hefty Wealth Partners's WisdomTree US MidCap Dividend Fund position peaked at $1.79M in Q4 2017.
260 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2018.

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