Creative Planning’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

Creative Planning’s Portfolio DGRE Stock Details DGRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-1,028	Closed	-$20K	–	4430
2015 Q3	$20K	Buy	+1,028	New	+$21.8K	﹤0.01%	2715
2014 Q3	–	Sell	-387	Closed	-$10K	–	4021
2014 Q2	$10K	Buy	+387	New	+$10K	﹤0.01%	2862

Other funds holding DGRE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Creative Planning's DGRE Position: Q4 2015 in Review

Creative Planning sold out of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) in Q4 2015, closing a stake of 1,028 shares — an estimated $20K sold.

Creative Planning first reported a position in DGRE in Q2 2014 and held it in 2 quarters. The position peaked at $20K in Q3 2015. 15 funds tracked by Wall St. Rank hold DGRE as of Q4 2015.

Creative Planning reported no remaining WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position as of Q4 2015 after selling out during the quarter.
Creative Planning sold 1,028 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q4 2015, an estimated $20K.
Creative Planning first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q2 2014 and held it in 2 quarters.
Creative Planning's WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position peaked at $20K in Q3 2015.
15 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q4 2015.

Based on Creative Planning's 13F filing for Q4 2015, filed 11 Jan 2016.