Creative Planning’s WisdomTree Japan Hedged Financials Fund DXJF Stock Holding History

Creative Planning’s Portfolio DXJF Stock Details DXJF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-24,800	Closed	-$644K	–	2200
2017 Q4	$644K	Buy	24,800 +12,800	+107%	+$322K	﹤0.01%	931
2017 Q3	$291K	Buy	+12,000	New	+$282K	﹤0.01%	1345
2016 Q1	–	Sell	-223	Closed	-$6K	–	4837
2015 Q4	$6K	Buy	+223	New	+$6.05K	﹤0.01%	3635
2015 Q3	–	Sell	-87,504	Closed	-$2.6M	–	4465
2015 Q2	$2.6M	Buy	+87,504	New	+$2.54M	0.02%	245

Other funds holding DXJF

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return

FPS

Fieldpoint Private Securities Greenwich, Connecticut $344M AUM 7.21% 1-Year Est. Return

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

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

RBC Europe London, United Kingdom $2.08B AUM 12.2% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Creative Planning's DXJF Position: Q1 2018 in Review

Creative Planning sold out of WisdomTree Japan Hedged Financials Fund (DXJF) in Q1 2018, closing a stake of 24,800 shares — an estimated $644K sold.

Creative Planning first reported a position in DXJF in Q2 2015 and held it in 4 quarters. The position peaked at $2.6M in Q2 2015. 12 funds tracked by Wall St. Rank hold DXJF as of Q1 2018.

Creative Planning reported no remaining WisdomTree Japan Hedged Financials Fund position as of Q1 2018 after selling out during the quarter.
Creative Planning sold 24,800 WisdomTree Japan Hedged Financials Fund shares in Q1 2018, an estimated $644K.
Creative Planning first reported a position in WisdomTree Japan Hedged Financials Fund in Q2 2015 and held it in 4 quarters.
Creative Planning's WisdomTree Japan Hedged Financials Fund position peaked at $2.6M in Q2 2015.
12 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Financials Fund as of Q1 2018.

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