Creative Planning
DBU

Creative Planning’s WISDOMTREE GLOBAL EX-US UTILITY FND (DE) DBU Stock Holding History

Creative Planning’s Portfolio DBU Stock Details DBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-400
Closed -$8K – 4202
2014
Q1 		$8K Buy
+400
New +$7.34K ﹤0.01% 2900

Other funds holding DBU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AA
AlphaMark Advisors Ft. Wright, Kentucky $231M AUM 19.98% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
GSC
Ground Swell Capital Folly Beach, South Carolina $50.7M AUM 30.19% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Creative Planning's DBU Position: Q2 2014 in Review

Creative Planning sold out of WISDOMTREE GLOBAL EX-US UTILITY FND (DE) (DBU) in Q2 2014, closing a stake of 400 shares — an estimated $8K sold.

Creative Planning first reported a position in DBU in Q1 2014 and held it in 1 quarter. The position peaked at $8K in Q1 2014. 12 funds tracked by Wall St. Rank hold DBU as of Q2 2014.

  • Creative Planning reported no remaining WISDOMTREE GLOBAL EX-US UTILITY FND (DE) position as of Q2 2014 after selling out during the quarter.
  • Creative Planning sold 400 WISDOMTREE GLOBAL EX-US UTILITY FND (DE) shares in Q2 2014, an estimated $8K.
  • Creative Planning first reported a position in WISDOMTREE GLOBAL EX-US UTILITY FND (DE) in Q1 2014 and held it in 1 quarter.
  • Creative Planning's WISDOMTREE GLOBAL EX-US UTILITY FND (DE) position peaked at $8K in Q1 2014.
  • 12 funds tracked by Wall St. Rank held WISDOMTREE GLOBAL EX-US UTILITY FND (DE) as of Q2 2014.

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