Creative Planning’s WisdomTree Asia-Pacific ex-Japan Fund AXJL Stock Holding History

Creative Planning’s Portfolio AXJL Stock Details AXJL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-432	Closed	-$25K	–	5159
2016 Q4	$25K	Buy	+432	New	+$25.5K	﹤0.01%	2949
2014 Q4	–	Sell	-190	Closed	-$13K	–	4622
2014 Q3	$13K	Sell	190 -651	-77%	-$46.1K	﹤0.01%	2825
2014 Q2	$58K	Buy	841 +190	+29%	+$12.9K	﹤0.01%	1792
2014 Q1	$43K	Hold	651	–	–	﹤0.01%	1908
2013 Q4	$43K	Hold	651	–	–	﹤0.01%	1725
2013 Q3	$43K	Sell	651 -84	-11%	-$5.49K	﹤0.01%	1614
2013 Q2	$47K	Buy	+735	New	+$50K	﹤0.01%	1428

Other funds holding AXJL

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

EWM

Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Creative Planning's AXJL Position: Q1 2017 in Review

Creative Planning sold out of WisdomTree Asia-Pacific ex-Japan Fund (AXJL) in Q1 2017, closing a stake of 432 shares — an estimated $25K sold.

Creative Planning first reported a position in AXJL in Q2 2013 and held it in 7 quarters. The position peaked at $58K in Q2 2014. 21 funds tracked by Wall St. Rank hold AXJL as of Q1 2017.

Creative Planning reported no remaining WisdomTree Asia-Pacific ex-Japan Fund position as of Q1 2017 after selling out during the quarter.
Creative Planning sold 432 WisdomTree Asia-Pacific ex-Japan Fund shares in Q1 2017, an estimated $25K.
Creative Planning first reported a position in WisdomTree Asia-Pacific ex-Japan Fund in Q2 2013 and held it in 7 quarters.
Creative Planning's WisdomTree Asia-Pacific ex-Japan Fund position peaked at $58K in Q2 2014.
21 funds tracked by Wall St. Rank held WisdomTree Asia-Pacific ex-Japan Fund as of Q1 2017.

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