Creative Planning’s WisdomTree United Kingdom Hedged Equity Fund DXPS Stock Holding History

Creative Planning’s Portfolio DXPS Stock Details DXPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-450	Closed	-$11K	–	4465
2017 Q2	$11K	Buy	450 +200	+80%	+$4.83K	﹤0.01%	3599
2017 Q1	$6K	Hold	250	–	–	﹤0.01%	3917
2016 Q4	$6K	Buy	+250	New	+$6.32K	﹤0.01%	3907

Other funds holding DXPS

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

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

FTIOP

Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania $2.14B AUM 3.72% 1-Year Est. Return

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

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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Creative Planning's DXPS Position: Q3 2017 in Review

Creative Planning sold out of WisdomTree United Kingdom Hedged Equity Fund (DXPS) in Q3 2017, closing a stake of 450 shares — an estimated $11K sold.

Creative Planning first reported a position in DXPS in Q4 2016 and held it in 3 quarters. The position peaked at $11K in Q2 2017. 10 funds tracked by Wall St. Rank hold DXPS as of Q3 2017.

Creative Planning reported no remaining WisdomTree United Kingdom Hedged Equity Fund position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 450 WisdomTree United Kingdom Hedged Equity Fund shares in Q3 2017, an estimated $11K.
Creative Planning first reported a position in WisdomTree United Kingdom Hedged Equity Fund in Q4 2016 and held it in 3 quarters.
Creative Planning's WisdomTree United Kingdom Hedged Equity Fund position peaked at $11K in Q2 2017.
10 funds tracked by Wall St. Rank held WisdomTree United Kingdom Hedged Equity Fund as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.