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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-400
Closed -$8K – 4042
2014
Q1 		$8K Buy
+400
New +$8K ﹤0.01% 2844