Creative Planning’s WisdomTree Emerging Markets Corporate Bond Fund EMCB Stock Holding History

Creative Planning’s Portfolio EMCB Stock Details EMCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-61	Closed	-$4K	–	4714
2016 Q4	$4K	Buy	+61	New	+$4.28K	﹤0.01%	4039
2015 Q2	–	Sell	-10	Closed	-$1K	–	1636
2015 Q1	$1K	Buy	+10	New	+$712	﹤0.01%	4017
2013 Q3	–	Sell	-101	Closed	-$7K	–	3245
2013 Q2	$7K	Buy	+101	New	+$7.91K	﹤0.01%	2409

Other funds holding EMCB

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

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

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

PAG

Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return

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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

Creative Planning's EMCB Position: Q1 2017 in Review

Creative Planning sold out of WisdomTree Emerging Markets Corporate Bond Fund (EMCB) in Q1 2017, closing a stake of 61 shares — an estimated $4K sold.

Creative Planning first reported a position in EMCB in Q2 2013 and held it in 3 quarters. The position peaked at $7K in Q2 2013. 20 funds tracked by Wall St. Rank hold EMCB as of Q1 2017.

Creative Planning reported no remaining WisdomTree Emerging Markets Corporate Bond Fund position as of Q1 2017 after selling out during the quarter.
Creative Planning sold 61 WisdomTree Emerging Markets Corporate Bond Fund shares in Q1 2017, an estimated $4K.
Creative Planning first reported a position in WisdomTree Emerging Markets Corporate Bond Fund in Q2 2013 and held it in 3 quarters.
Creative Planning's WisdomTree Emerging Markets Corporate Bond Fund position peaked at $7K in Q2 2013.
20 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Corporate Bond Fund as of Q1 2017.

Based on Creative Planning's 13F filing for Q1 2017, filed 7 Apr 2017.