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%	-$3.64K	﹤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	+$9.9K	﹤0.01%	2270

Other funds holding DFJ

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

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

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

NVIM

New Vernon Investment Management Highland Park, Illinois $81.7M AUM 8.29% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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.