Creative Planning’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Creative Planning’s Portfolio WTMF Stock Details WTMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-22	Closed	-$1K	–	3734
2017 Q2	$1K	Buy	+22	New	+$872	﹤0.01%	4513
2014 Q2	–	Sell	-550	Closed	-$23K	–	3982
2014 Q1	$23K	Sell	550 -300	-35%	-$12.3K	﹤0.01%	2288
2013 Q4	$35K	Sell	850 -25	-3%	-$1.03K	﹤0.01%	1838
2013 Q3	$36K	Buy	+875	New	+$36.8K	﹤0.01%	1726

Other funds holding WTMF

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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

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

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

BAM

Bruderman Asset Management Locust Valley, New York $55.7M AUM 4.16% 1-Year Est. Return

Creative Planning's WTMF Position: Q3 2017 in Review

Creative Planning sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q3 2017, closing a stake of 22 shares — an estimated $1K sold.

Creative Planning first reported a position in WTMF in Q3 2013 and held it in 4 quarters. The position peaked at $36K in Q3 2013. 41 funds tracked by Wall St. Rank hold WTMF as of Q3 2017.

Creative Planning reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 22 WisdomTree Managed Futures Strategy Fund shares in Q3 2017, an estimated $1K.
Creative Planning first reported a position in WisdomTree Managed Futures Strategy Fund in Q3 2013 and held it in 4 quarters.
Creative Planning's WisdomTree Managed Futures Strategy Fund position peaked at $36K in Q3 2013.
41 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q3 2017.

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