Creative Planning’s WisdomTree Middle East Dividend Fund GULF Stock Holding History

Creative Planning’s Portfolio GULF Stock Details GULF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-12,000	Closed	-$211K	–	2171
2017 Q4	$211K	Buy	+12,000	New	+$206K	﹤0.01%	1571
2015 Q4	–	Sell	-1,754	Closed	-$32K	–	4674
2015 Q3	$32K	Buy	+1,754	New	+$33.1K	﹤0.01%	2384
2015 Q2	–	Sell	-1,204	Closed	-$24K	–	3462
2015 Q1	$24K	Buy	1,204 +800	+198%	+$16.4K	﹤0.01%	2596
2014 Q4	$8K	Buy	+404	New	+$9.05K	﹤0.01%	3267
2014 Q2	–	Sell	-4,591	Closed	-$104K	–	4035
2014 Q1	$104K	Buy	+4,591	New	+$100K	﹤0.01%	1382

Other funds holding GULF

LTFS

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

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

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

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

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

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Creative Planning's GULF Position: Q1 2018 in Review

Creative Planning sold out of WisdomTree Middle East Dividend Fund (GULF) in Q1 2018, closing a stake of 12,000 shares — an estimated $211K sold.

Creative Planning first reported a position in GULF in Q1 2014 and held it in 5 quarters. The position peaked at $211K in Q4 2017. 9 funds tracked by Wall St. Rank hold GULF as of Q1 2018.

Creative Planning reported no remaining WisdomTree Middle East Dividend Fund position as of Q1 2018 after selling out during the quarter.
Creative Planning sold 12,000 WisdomTree Middle East Dividend Fund shares in Q1 2018, an estimated $211K.
Creative Planning first reported a position in WisdomTree Middle East Dividend Fund in Q1 2014 and held it in 5 quarters.
Creative Planning's WisdomTree Middle East Dividend Fund position peaked at $211K in Q4 2017.
9 funds tracked by Wall St. Rank held WisdomTree Middle East Dividend Fund as of Q1 2018.

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