Creative Planning’s WisdomTree Brazilian Real Strategy Fund BZF Stock Holding History

Creative Planning’s Portfolio BZF Stock Details BZF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-13	Closed	–	–	5151
2016 Q3	$0	Hold	13	–	–	﹤0.01%	4998
2016 Q2	$0	Hold	13	–	–	﹤0.01%	4797
2016 Q1	$0	Hold	13	–	–	﹤0.01%	4858
2015 Q4	$0	Hold	13	–	–	﹤0.01%	4895
2015 Q3	$0	Buy	+13	New	+$178	﹤0.01%	4473

Other funds holding BZF

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

ISL

Ingalls & Snyder LLC New York $2.83B AUM 21.61% 1-Year Est. Return

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

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

MFS

MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 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

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

Creative Planning's BZF Position: Q4 2016 in Review

Creative Planning sold out of WisdomTree Brazilian Real Strategy Fund (BZF) in Q4 2016, closing a stake of 13 shares.

Creative Planning first reported a position in BZF in Q3 2015 and held it in 5 quarters. The position peaked at $0 in Q3 2016. 16 funds tracked by Wall St. Rank hold BZF as of Q4 2016.

Creative Planning reported no remaining WisdomTree Brazilian Real Strategy Fund position as of Q4 2016 after selling out during the quarter.
Creative Planning sold 13 WisdomTree Brazilian Real Strategy Fund shares in Q4 2016.
Creative Planning first reported a position in WisdomTree Brazilian Real Strategy Fund in Q3 2015 and held it in 5 quarters.
Creative Planning's WisdomTree Brazilian Real Strategy Fund position peaked at $0 in Q3 2016.
16 funds tracked by Wall St. Rank held WisdomTree Brazilian Real Strategy Fund as of Q4 2016.

Based on Creative Planning's 13F filing for Q4 2016, filed 9 Jan 2017.