Creative Planning’s WisdomTree Trust WisdomTree Strategic Corporate Bond Fund CRDT Stock Holding History

Creative Planning’s Portfolio CRDT Stock Details CRDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-864	Closed	-$65K	–	4066
2014 Q1	$65K	Buy	+864	New	+$64.5K	﹤0.01%	1649

Other funds holding CRDT

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

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

NPC

National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

Creative Planning's CRDT Position: Q2 2014 in Review

Creative Planning sold out of WisdomTree Trust WisdomTree Strategic Corporate Bond Fund (CRDT) in Q2 2014, closing a stake of 864 shares — an estimated $65K sold.

Creative Planning first reported a position in CRDT in Q1 2014 and held it in 1 quarter. The position peaked at $65K in Q1 2014. 5 funds tracked by Wall St. Rank hold CRDT as of Q2 2014.

Creative Planning reported no remaining WisdomTree Trust WisdomTree Strategic Corporate Bond Fund position as of Q2 2014 after selling out during the quarter.
Creative Planning sold 864 WisdomTree Trust WisdomTree Strategic Corporate Bond Fund shares in Q2 2014, an estimated $65K.
Creative Planning first reported a position in WisdomTree Trust WisdomTree Strategic Corporate Bond Fund in Q1 2014 and held it in 1 quarter.
Creative Planning's WisdomTree Trust WisdomTree Strategic Corporate Bond Fund position peaked at $65K in Q1 2014.
5 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Strategic Corporate Bond Fund as of Q2 2014.

Based on Creative Planning's 13F filing for Q2 2014, filed 20 Aug 2014.