Creative Planning’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Creative Planning’s Portfolio USDU Stock Details USDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-38	Closed	-$1K	–	3621
2017 Q2	$1K	Hold	38	–	–	﹤0.01%	4506
2017 Q1	$1K	Hold	38	–	–	﹤0.01%	4509
2016 Q4	$1K	Hold	38	–	–	﹤0.01%	4496
2016 Q3	$1K	Hold	38	–	–	﹤0.01%	4446
2016 Q2	$1K	Sell	38 -1,103	-97%	-$28.9K	﹤0.01%	4220
2016 Q1	$30K	Sell	1,141 -200	-15%	-$5.43K	﹤0.01%	2464
2015 Q4	$37K	Buy	1,341 +270	+25%	+$7.74K	﹤0.01%	2365
2015 Q3	$31K	Buy	+1,071	New	+$30.6K	﹤0.01%	2405

Other funds holding USDU

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

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

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Creative Planning's USDU Position: Q3 2017 in Review

Creative Planning sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q3 2017, closing a stake of 38 shares — an estimated $1K sold.

Creative Planning first reported a position in USDU in Q3 2015 and held it in 8 quarters. The position peaked at $37K in Q4 2015. 35 funds tracked by Wall St. Rank hold USDU as of Q3 2017.

Creative Planning reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 38 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q3 2017, an estimated $1K.
Creative Planning first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q3 2015 and held it in 8 quarters.
Creative Planning's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $37K in Q4 2015.
35 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q3 2017.

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