Creative Planning’s WisdomTree Asia Local Debt Fund ALD Stock Holding History

Creative Planning’s Portfolio ALD Stock Details ALD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-92	Closed	-$4K	–	4765
2017 Q2	$4K	Hold	92	–	–	﹤0.01%	4150
2017 Q1	$4K	Hold	92	–	–	﹤0.01%	4123
2016 Q4	$4K	Hold	92	–	–	﹤0.01%	4121
2016 Q3	$4K	Hold	92	–	–	﹤0.01%	4058
2016 Q2	$4K	Hold	92	–	–	﹤0.01%	3843
2016 Q1	$4K	Sell	92 -59	-39%	-$2.55K	﹤0.01%	3772
2015 Q4	$6K	Sell	151 -36	-19%	-$1.56K	﹤0.01%	3642
2015 Q3	$8K	Buy	+187	New	+$8.14K	﹤0.01%	3407
2015 Q2	–	Sell	-92	Closed	-$4K	–	4312
2015 Q1	$4K	Sell	92 -92	-50%	-$4.3K	﹤0.01%	3712
2014 Q4	$9K	Buy	184 +92	+100%	+$4.4K	﹤0.01%	3214
2014 Q3	$4K	Sell	92 -88	-49%	-$4.34K	﹤0.01%	3477
2014 Q2	$9K	Hold	180	–	–	﹤0.01%	2974
2014 Q1	$9K	Hold	180	–	–	﹤0.01%	2838
2013 Q4	$9K	Hold	180	–	–	﹤0.01%	2647
2013 Q3	$9K	Hold	180	–	–	﹤0.01%	2535
2013 Q2	$9K	Buy	+180	New	+$9.27K	﹤0.01%	2343

Other funds holding ALD

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

TCOV

Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning's ALD Position: Q3 2017 in Review

Creative Planning sold out of WisdomTree Asia Local Debt Fund (ALD) in Q3 2017, closing a stake of 92 shares — an estimated $4K sold.

Creative Planning first reported a position in ALD in Q2 2013 and held it in 16 quarters. The position peaked at $9K in Q4 2014. 14 funds tracked by Wall St. Rank hold ALD as of Q3 2017.

Creative Planning reported no remaining WisdomTree Asia Local Debt Fund position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 92 WisdomTree Asia Local Debt Fund shares in Q3 2017, an estimated $4K.
Creative Planning first reported a position in WisdomTree Asia Local Debt Fund in Q2 2013 and held it in 16 quarters.
Creative Planning's WisdomTree Asia Local Debt Fund position peaked at $9K in Q4 2014.
14 funds tracked by Wall St. Rank held WisdomTree Asia Local Debt Fund as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.