Creative Planning’s WisdomTree Dreyfus Australia & New Zealand Debt Fund AUNZ Stock Holding History

Creative Planning’s Portfolio AUNZ Stock Details AUNZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-861	Closed	-$15K	–	5182
2016 Q4	$15K	Sell	861 -13	-1%	-$234	﹤0.01%	3298
2016 Q3	$16K	Hold	874	–	–	﹤0.01%	3227
2016 Q2	$16K	Hold	874	–	–	﹤0.01%	2968
2016 Q1	$16K	Hold	874	–	–	﹤0.01%	2941
2015 Q4	$15K	Hold	874	–	–	﹤0.01%	3055
2015 Q3	$14K	Buy	+874	New	+$14.7K	﹤0.01%	3017
2015 Q2	–	Sell	-861	Closed	-$16K	–	4240
2015 Q1	$16K	Hold	861	–	–	﹤0.01%	2905
2014 Q4	$16K	Hold	861	–	–	﹤0.01%	2839
2014 Q3	$17K	Hold	861	–	–	﹤0.01%	2659
2014 Q2	$18K	Buy	+861	New	+$17.8K	﹤0.01%	2570
2013 Q3	–	Sell	-2,965	Closed	-$58K	–	3564
2013 Q2	$58K	Buy	+2,965	New	+$64.3K	﹤0.01%	1311

Creative Planning's AUNZ Position: Q1 2017 in Review

Creative Planning sold out of WisdomTree Dreyfus Australia & New Zealand Debt Fund (AUNZ) in Q1 2017, closing a stake of 861 shares — an estimated $15K sold.

Creative Planning first reported a position in AUNZ in Q2 2013 and held it in 11 quarters. The position peaked at $58K in Q2 2013. 0 funds tracked by Wall St. Rank hold AUNZ as of Q1 2017.

Creative Planning reported no remaining WisdomTree Dreyfus Australia & New Zealand Debt Fund position as of Q1 2017 after selling out during the quarter.
Creative Planning sold 861 WisdomTree Dreyfus Australia & New Zealand Debt Fund shares in Q1 2017, an estimated $15K.
Creative Planning first reported a position in WisdomTree Dreyfus Australia & New Zealand Debt Fund in Q2 2013 and held it in 11 quarters.
Creative Planning's WisdomTree Dreyfus Australia & New Zealand Debt Fund position peaked at $58K in Q2 2013.
0 funds tracked by Wall St. Rank held WisdomTree Dreyfus Australia & New Zealand Debt Fund as of Q1 2017.

Based on Creative Planning's 13F filing for Q1 2017, filed 7 Apr 2017.