Creative Planning’s WisdomTree Japan Hedged Real Estate Fund DXJR Stock Holding History

Creative Planning’s Portfolio DXJR Stock Details DXJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-1,759	Closed	-$45K	–	4777
2016 Q1	$45K	Buy	1,759 +259	+17%	+$6.46K	﹤0.01%	2185
2015 Q4	$39K	Hold	1,500	–	–	﹤0.01%	2335
2015 Q3	$40K	Sell	1,500 -31,755	-95%	-$870K	﹤0.01%	2214
2015 Q2	$922K	Buy	33,255 +25,653	+337%	+$734K	0.01%	496
2015 Q1	$212K	Buy	+7,602	New	+$204K	﹤0.01%	1167

Other funds holding DXJR

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

DCM

Dupont Capital Management Wilmington, Delaware $879M AUM 29.99% 1-Year Est. Return

RJA

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Societe Generale $14.1B AUM

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

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

Creative Planning's DXJR Position: Q2 2016 in Review

Creative Planning sold out of WisdomTree Japan Hedged Real Estate Fund (DXJR) in Q2 2016, closing a stake of 1,759 shares — an estimated $45K sold.

Creative Planning first reported a position in DXJR in Q1 2015 and held it in 5 quarters. The position peaked at $922K in Q2 2015. 29 funds tracked by Wall St. Rank hold DXJR as of Q2 2016.

Creative Planning reported no remaining WisdomTree Japan Hedged Real Estate Fund position as of Q2 2016 after selling out during the quarter.
Creative Planning sold 1,759 WisdomTree Japan Hedged Real Estate Fund shares in Q2 2016, an estimated $45K.
Creative Planning first reported a position in WisdomTree Japan Hedged Real Estate Fund in Q1 2015 and held it in 5 quarters.
Creative Planning's WisdomTree Japan Hedged Real Estate Fund position peaked at $922K in Q2 2015.
29 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Real Estate Fund as of Q2 2016.

Based on Creative Planning's 13F filing for Q2 2016, filed 12 Jul 2016.