Creative Planning’s WisdomTree U.S. ESG Fund RESP Stock Holding History

Creative Planning’s Portfolio RESP Stock Details RESP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-300	Closed	-$9K	–	3894
2017 Q2	$9K	Hold	300	–	–	﹤0.01%	3706
2017 Q1	$8K	Hold	300	–	–	﹤0.01%	3750
2016 Q4	$8K	Hold	300	–	–	﹤0.01%	3716
2016 Q3	$7K	Hold	300	–	–	﹤0.01%	3747
2016 Q2	$7K	Hold	300	–	–	﹤0.01%	3485
2016 Q1	$7K	Hold	300	–	–	﹤0.01%	3433
2015 Q4	$7K	Buy	+300	New	+$7.19K	﹤0.01%	3535

Other funds holding RESP

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

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

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return

LTFS

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

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning's RESP Position: Q3 2017 in Review

Creative Planning sold out of WisdomTree U.S. ESG Fund (RESP) in Q3 2017, closing a stake of 300 shares — an estimated $9K sold.

Creative Planning first reported a position in RESP in Q4 2015 and held it in 7 quarters. The position peaked at $9K in Q2 2017. 23 funds tracked by Wall St. Rank hold RESP as of Q3 2017.

Creative Planning reported no remaining WisdomTree U.S. ESG Fund position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 300 WisdomTree U.S. ESG Fund shares in Q3 2017, an estimated $9K.
Creative Planning first reported a position in WisdomTree U.S. ESG Fund in Q4 2015 and held it in 7 quarters.
Creative Planning's WisdomTree U.S. ESG Fund position peaked at $9K in Q2 2017.
23 funds tracked by Wall St. Rank held WisdomTree U.S. ESG Fund as of Q3 2017.

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