Creative Planning’s WisdomTree Japan Hedged Capital Goods Fund DXJC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
Sell
-14,000
Closed -$406K 2185
2017
Q4
$406K Buy
+14,000
New +$398K ﹤0.01% 1191
2016
Q4
Sell
-4,700
Closed -$99K 5015
2016
Q3
$99K Buy
+4,700
New +$94.8K ﹤0.01% 1858
2015
Q2
Sell
-5,828
Closed -$162K 3665
2015
Q1
$162K Buy
5,828
+5,428
+1,357% +$146K ﹤0.01% 1301
2014
Q4
$10K Sell
400
-2,500
-86% -$70K ﹤0.01% 3148
2014
Q3
$81K Buy
+2,900
New +$77.2K ﹤0.01% 1617

Creative Planning's DXJC Position: Q1 2018 in Review

Creative Planning sold out of WisdomTree Japan Hedged Capital Goods Fund (DXJC) in Q1 2018, closing a stake of 14,000 shares — an estimated $406K sold.

Creative Planning first reported a position in DXJC in Q3 2014 and held it in 5 quarters. The position peaked at $406K in Q4 2017. 0 funds tracked by Wall St. Rank hold DXJC as of Q1 2018.

  • Creative Planning reported no remaining WisdomTree Japan Hedged Capital Goods Fund position as of Q1 2018 after selling out during the quarter.
  • Creative Planning sold 14,000 WisdomTree Japan Hedged Capital Goods Fund shares in Q1 2018, an estimated $406K.
  • Creative Planning first reported a position in WisdomTree Japan Hedged Capital Goods Fund in Q3 2014 and held it in 5 quarters.
  • Creative Planning's WisdomTree Japan Hedged Capital Goods Fund position peaked at $406K in Q4 2017.
  • 0 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Capital Goods Fund as of Q1 2018.

Based on Creative Planning's 13F filing for Q1 2018, filed 18 Apr 2018.