Creative Planning
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Creative Planning’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Creative Planning’s Portfolio DFJ Stock Details DFJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-549
Closed -$39K – 2317
2017
Q2 		$39K Buy
549
+196
+56% +$13.5K ﹤0.01% 2701
2017
Q1 		$24K Sell
353
-195
-36% -$12.8K ﹤0.01% 2999
2016
Q4 		$34K Sell
548
-105
-16% -$6.54K ﹤0.01% 2694
2016
Q3 		$40K Buy
653
+300
+85% +$17.6K ﹤0.01% 2531
2016
Q2 		$20K Sell
353
-65
-16% -$3.65K ﹤0.01% 2793
2016
Q1 		$23K Buy
418
+65
+18% +$3.46K ﹤0.01% 2644
2015
Q4 		$20K Buy
353
+100
+40% +$5.62K ﹤0.01% 2845
2015
Q3 		$14K Sell
253
-40,453
-99% -$2.23M ﹤0.01% 2985
2015
Q2 		$2.3M Buy
40,706
+5,552
+16% +$312K 0.02% 262
2015
Q1 		$1.9M Buy
35,154
+34,954
+17,477% +$1.8M 0.02% 290
2014
Q4 		$10K Sell
200
-500
-71% -$24.6K ﹤0.01% 3114
2014
Q3 		$36K Buy
700
+100
+17% +$5.31K ﹤0.01% 2145
2014
Q2 		$32K Hold
600
– – ﹤0.01% 2175
2014
Q1 		$30K Buy
600
+100
+20% +$5K ﹤0.01% 2135
2013
Q4 		$26K Buy
500
+297
+146% +$15.1K ﹤0.01% 2029
2013
Q3 		$10K Hold
203
– – ﹤0.01% 2453
2013
Q2 		$10K Buy
+203
New +$9.93K ﹤0.01% 2270

Other funds holding DFJ

MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NVIM
New Vernon Investment Management Highland Park, Illinois $94.2M AUM 4.11% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Creative Planning's DFJ Position: Q3 2017 in Review

Creative Planning sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q3 2017, closing a stake of 549 shares — an estimated $39K sold.

Creative Planning first reported a position in DFJ in Q2 2013 and held it in 17 quarters. The position peaked at $2.3M in Q2 2015. 60 funds tracked by Wall St. Rank hold DFJ as of Q3 2017.

  • Creative Planning reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 549 WisdomTree Japan SmallCap Dividend Fund shares in Q3 2017, an estimated $39K.
  • Creative Planning first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q2 2013 and held it in 17 quarters.
  • Creative Planning's WisdomTree Japan SmallCap Dividend Fund position peaked at $2.3M in Q2 2015.
  • 60 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q3 2017.

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