Creative Planning’s WisdomTree Emerging Markets Consumer Growth Fund EMCG Stock Holding History

Creative Planning’s Portfolio EMCG Stock Details EMCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-9,075	Closed	-$243K	–	2252
2018 Q1	$243K	Buy	+9,075	New	+$249K	﹤0.01%	1480
2017 Q4	–	Sell	-21,000	Closed	-$529K	–	2072
2017 Q3	$529K	Buy	+21,000	New	+$518K	﹤0.01%	1032

Other funds holding EMCG

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

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

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

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 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

WAM

Wealthspire Advisors (Maryland) Potomac, Maryland $2.84B AUM 10.91% 1-Year Est. Return

CBT

Capital Bank & Trust Irvine, California $3.15M AUM 32.15% 1-Year Est. Return

Creative Planning's EMCG Position: Q2 2018 in Review

Creative Planning sold out of WisdomTree Emerging Markets Consumer Growth Fund (EMCG) in Q2 2018, closing a stake of 9,075 shares — an estimated $243K sold.

Creative Planning first reported a position in EMCG in Q3 2017 and held it in 2 quarters. The position peaked at $529K in Q3 2017. 16 funds tracked by Wall St. Rank hold EMCG as of Q2 2018.

Creative Planning reported no remaining WisdomTree Emerging Markets Consumer Growth Fund position as of Q2 2018 after selling out during the quarter.
Creative Planning sold 9,075 WisdomTree Emerging Markets Consumer Growth Fund shares in Q2 2018, an estimated $243K.
Creative Planning first reported a position in WisdomTree Emerging Markets Consumer Growth Fund in Q3 2017 and held it in 2 quarters.
Creative Planning's WisdomTree Emerging Markets Consumer Growth Fund position peaked at $529K in Q3 2017.
16 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Consumer Growth Fund as of Q2 2018.

Based on Creative Planning's 13F filing for Q2 2018, filed 20 Jul 2018.