Creative Planning’s WisdomTree European Opportunities Fund OPPE Stock Holding History

Creative Planning’s Portfolio OPPE Stock Details OPPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-21,167	Closed	-$650K	–	1933
2017 Q3	$650K	Buy	21,167 +20,272	+2,265%	+$605K	﹤0.01%	918
2017 Q2	$26K	Buy	+895	New	+$26.6K	﹤0.01%	2985
2016 Q1	–	Sell	-3,060	Closed	-$75K	–	4375
2015 Q4	$75K	Hold	3,060	–	–	﹤0.01%	1807
2015 Q3	$72K	Sell	3,060 -25,558	-89%	-$638K	﹤0.01%	1790
2015 Q2	$717K	Buy	28,618 +26,554	+1,287%	+$699K	0.01%	570
2015 Q1	$54K	Buy	+2,064	New	+$53.2K	﹤0.01%	1977

Other funds holding OPPE

WMG

WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

AIP

Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return

Creative Planning's OPPE Position: Q4 2017 in Review

Creative Planning sold out of WisdomTree European Opportunities Fund (OPPE) in Q4 2017, closing a stake of 21,167 shares — an estimated $650K sold.

Creative Planning first reported a position in OPPE in Q1 2015 and held it in 6 quarters. The position peaked at $717K in Q2 2015. 44 funds tracked by Wall St. Rank hold OPPE as of Q4 2017.

Creative Planning reported no remaining WisdomTree European Opportunities Fund position as of Q4 2017 after selling out during the quarter.
Creative Planning sold 21,167 WisdomTree European Opportunities Fund shares in Q4 2017, an estimated $650K.
Creative Planning first reported a position in WisdomTree European Opportunities Fund in Q1 2015 and held it in 6 quarters.
Creative Planning's WisdomTree European Opportunities Fund position peaked at $717K in Q2 2015.
44 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q4 2017.

Based on Creative Planning's 13F filing for Q4 2017, filed 17 Jan 2018.