Creative Planning’s WisdomTree Emerging Currency Strategy Fund CEW Stock Holding History

Creative Planning’s Portfolio CEW Stock Details CEW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-113	Closed	-$2K	–	4225
2014 Q4	$2K	Buy	+113	New	+$2.18K	﹤0.01%	3797

Other funds holding CEW

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

MFP

Mosaic Financial Partners San Francisco, California $152M AUM 1.45% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

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

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

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

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

Creative Planning's CEW Position: Q1 2015 in Review

Creative Planning sold out of WisdomTree Emerging Currency Strategy Fund (CEW) in Q1 2015, closing a stake of 113 shares — an estimated $2K sold.

Creative Planning first reported a position in CEW in Q4 2014 and held it in 1 quarter. The position peaked at $2K in Q4 2014. 27 funds tracked by Wall St. Rank hold CEW as of Q1 2015.

Creative Planning reported no remaining WisdomTree Emerging Currency Strategy Fund position as of Q1 2015 after selling out during the quarter.
Creative Planning sold 113 WisdomTree Emerging Currency Strategy Fund shares in Q1 2015, an estimated $2K.
Creative Planning first reported a position in WisdomTree Emerging Currency Strategy Fund in Q4 2014 and held it in 1 quarter.
Creative Planning's WisdomTree Emerging Currency Strategy Fund position peaked at $2K in Q4 2014.
27 funds tracked by Wall St. Rank held WisdomTree Emerging Currency Strategy Fund as of Q1 2015.

Based on Creative Planning's 13F filing for Q1 2015, filed 13 Apr 2015.