Creative Planning’s WisdomTree Germany Hedged Equity Fund DXGE Stock Holding History

Creative Planning’s Portfolio DXGE Stock Details DXGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-316	Closed	-$8K	–	4954
2016 Q2	$8K	Hold	316	–	–	﹤0.01%	3434
2016 Q1	$8K	Hold	316	–	–	﹤0.01%	3380
2015 Q4	$8K	Hold	316	–	–	﹤0.01%	3475
2015 Q3	$8K	Sell	316 -12,119	-97%	-$336K	﹤0.01%	3400
2015 Q2	$354K	Buy	12,435 +11,799	+1,855%	+$358K	﹤0.01%	754
2015 Q1	$20K	Sell	636 -64,364	-99%	-$1.88M	﹤0.01%	2741
2014 Q4	$1.7M	Buy	+65,000	New	+$1.7M	0.02%	311

Other funds holding DXGE

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

EWM

Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return

FPCM

Financial Partners Capital Management New York $449M AUM 11.1% 1-Year Est. Return

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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

BIC

Beach Investment Counsel West Conshohocken, Pennsylvania $679M AUM 20.28% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Creative Planning's DXGE Position: Q3 2016 in Review

Creative Planning sold out of WisdomTree Germany Hedged Equity Fund (DXGE) in Q3 2016, closing a stake of 316 shares — an estimated $8K sold.

Creative Planning first reported a position in DXGE in Q4 2014 and held it in 7 quarters. The position peaked at $1.7M in Q4 2014. 28 funds tracked by Wall St. Rank hold DXGE as of Q3 2016.

Creative Planning reported no remaining WisdomTree Germany Hedged Equity Fund position as of Q3 2016 after selling out during the quarter.
Creative Planning sold 316 WisdomTree Germany Hedged Equity Fund shares in Q3 2016, an estimated $8K.
Creative Planning first reported a position in WisdomTree Germany Hedged Equity Fund in Q4 2014 and held it in 7 quarters.
Creative Planning's WisdomTree Germany Hedged Equity Fund position peaked at $1.7M in Q4 2014.
28 funds tracked by Wall St. Rank held WisdomTree Germany Hedged Equity Fund as of Q3 2016.

Based on Creative Planning's 13F filing for Q3 2016, filed 12 Oct 2016.