Creative Planning Wisdomtree Tr U.S. Smallcap Di Transaction History

Creative Planning

$103 Billion
Q4 2024

A detailed history of Creative Planning transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Creative Planning holds 1,475,993 shares of DES stock, worth $48.5 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,475,993

Previous 1,492,661 1.12%

Holding current value

$48.5 Million

Previous $51.5 Million 1.52%

% of portfolio

0.05%

Previous 0.05%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$33.7 - $37.69 $561,711 - $628,216	-16,668 Reduced 1.12%	1,475,993 $50.7 Million
Q3 2024 Oct 11, 2024	SELL	$30.61 - $34.92 $425,081 - $484,934	-13,887 Reduced 0.92%	1,492,661 $51.5 Million
Q2 2024 Aug 15, 2024	SELL	$30.34 - $32.53 $330,463 - $354,316	-10,892 Reduced 0.72%	1,506,548 $46.9 Million
Q1 2024 May 10, 2024	SELL	$30.25 - $32.68 $1.69 Million - $1.82 Million	-55,781 Reduced 3.55%	1,517,440 $49.6 Million
Q4 2023 Feb 14, 2024	SELL	$26.55 - $32.72 $675,856 - $832,920	-25,456 Reduced 1.59%	1,573,221 $50.6 Million
Q3 2023 Nov 16, 2023	SELL	$27.79 - $30.65 $3.92 Million - $4.33 Million	-141,126 Reduced 8.11%	1,598,677 $45.1 Million
Q2 2023 Jul 21, 2023	BUY	$26.6 - $29.16 $1.16 Million - $1.27 Million	43,500 Added 2.56%	1,739,803 $50.1 Million
Q1 2023 May 15, 2023	SELL	$27.3 - $32.13 $723,450 - $851,445	-26,500 Reduced 1.54%	1,696,303 $48.4 Million
Q4 2022 Feb 10, 2023	BUY	$26.29 - $30.5 $410,570 - $476,318	15,617 Added 0.91%	1,722,803 $49 Million
Q3 2022 Nov 03, 2022	BUY	$25.74 - $31.54 $2.01 Million - $2.46 Million	78,094 Added 4.79%	1,707,186 $43.9 Million
Q2 2022 Aug 15, 2022	BUY	$27.57 - $32.14 $1.38 Million - $1.61 Million	50,058 Added 3.17%	1,629,092 $46 Million
Q1 2022 May 16, 2022	BUY	$30.79 - $33.49 $1.96 Million - $2.13 Million	63,592 Added 4.2%	1,579,034 $50.3 Million
Q4 2021 Feb 11, 2022	BUY	$30.94 - $33.79 $56,094 - $61,261	1,813 Added 0.12%	1,515,442 $49.8 Million
Q3 2021 Nov 10, 2021	BUY	$30.22 - $32.27 $2.71 Million - $2.9 Million	89,722 Added 6.3%	1,513,629 $46.7 Million
Q2 2021 Aug 04, 2021	SELL	$31.27 - $33.51 $3.58 Million - $3.84 Million	-114,557 Reduced 7.45%	1,423,907 $45.4 Million
Q1 2021 Apr 30, 2021	SELL	$26.31 - $32.55 $290,199 - $359,026	-11,030 Reduced 0.71%	1,538,464 $47.9 Million
Q4 2020 Jan 29, 2021	SELL	$21.26 - $26.81 $2.09 Million - $2.64 Million	-98,320 Reduced 5.97%	1,549,494 $41.2 Million
Q3 2020 Nov 05, 2020	BUY	$20.09 - $23.24 $1.57 Million - $1.82 Million	78,195 Added 4.98%	1,647,814 $34.7 Million
Q2 2020 Jul 23, 2020	BUY	$16.54 - $23.54 $863,884 - $1.23 Million	52,230 Added 3.44%	1,569,619 $33.2 Million
Q1 2020 May 05, 2020	BUY	$15.92 - $28.87 $3.3 Million - $5.99 Million	207,428 Added 15.83%	1,517,389 $27.3 Million
Q4 2019 Jan 30, 2020	BUY	$26.28 - $28.79 $3.01 Million - $3.3 Million	114,595 Added 9.59%	1,309,961 $37.6 Million
Q3 2019 Nov 01, 2019	BUY	$26.76 - $27.89 $1.89 Million - $1.97 Million	70,614 Added 6.28%	1,195,366 $32.7 Million
Q2 2019 Jul 26, 2019	BUY	N/A	44,277 Added 4.1%	1,124,752 $30.5 Million
Q1 2019 Apr 24, 2019	BUY	N/A	74,471 Added 7.4%	1,080,475 $29.8 Million
Q4 2018 Feb 01, 2019	BUY	N/A	47,667 Added 4.97%	1,006,004 $24.7 Million
Q3 2018 Oct 25, 2018	BUY	N/A	58,650 Added 6.52%	958,337 $28.5 Million
Q2 2018 Jul 20, 2018	BUY	N/A	81,176 Added 9.92%	899,687 $26.7 Million
Q1 2018 Apr 18, 2018	BUY	N/A	23,559 Added 2.96%	818,511 $22.4 Million
Q4 2017 Jan 17, 2018	BUY	N/A	528,656 Added 198.52%	794,952 $23.1 Million
Q3 2017 Oct 17, 2017	BUY	N/A	266,296	266,296 $22.4 Million

Others Institutions Holding DES

# of Institutions

363

Shares Held

31.5M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S. SMALLCAP DI

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Creative Planning Wisdomtree Tr U.S. Smallcap Di Transaction History