Creative Planning’s WisdomTree Global High Dividend Fund DEW Stock Holding History

Creative Planning’s Portfolio DEW Stock Details DEW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-755	Closed	-$34K	–	2315
2017 Q2	$34K	Hold	755	–	–	﹤0.01%	2808
2017 Q1	$34K	Hold	755	–	–	﹤0.01%	2743
2016 Q4	$33K	Hold	755	–	–	﹤0.01%	2719
2016 Q3	$32K	Hold	755	–	–	﹤0.01%	2686
2016 Q2	$31K	Hold	755	–	–	﹤0.01%	2464
2016 Q1	$31K	Hold	755	–	–	﹤0.01%	2426
2015 Q4	$30K	Hold	755	–	–	﹤0.01%	2521
2015 Q3	$29K	Buy	+755	New	+$31.3K	﹤0.01%	2441
2015 Q2	–	Sell	-755	Closed	-$33K	–	1536
2015 Q1	$33K	Hold	755	–	–	﹤0.01%	2300
2014 Q4	$33K	Hold	755	–	–	﹤0.01%	2274
2014 Q3	$35K	Hold	755	–	–	﹤0.01%	2159
2014 Q2	$37K	Hold	755	–	–	﹤0.01%	2079
2014 Q1	$36K	Hold	755	–	–	﹤0.01%	2002
2013 Q4	$36K	Hold	755	–	–	﹤0.01%	1809
2013 Q3	$35K	Hold	755	–	–	﹤0.01%	1737
2013 Q2	$32K	Buy	+755	New	+$33.7K	﹤0.01%	1639

Other funds holding DEW

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning's DEW Position: Q3 2017 in Review

Creative Planning sold out of WisdomTree Global High Dividend Fund (DEW) in Q3 2017, closing a stake of 755 shares — an estimated $34K sold.

Creative Planning first reported a position in DEW in Q2 2013 and held it in 16 quarters. The position peaked at $37K in Q2 2014. 28 funds tracked by Wall St. Rank hold DEW as of Q3 2017.

Creative Planning reported no remaining WisdomTree Global High Dividend Fund position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 755 WisdomTree Global High Dividend Fund shares in Q3 2017, an estimated $34K.
Creative Planning first reported a position in WisdomTree Global High Dividend Fund in Q2 2013 and held it in 16 quarters.
Creative Planning's WisdomTree Global High Dividend Fund position peaked at $37K in Q2 2014.
28 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.