Creative Planning Wisdomtree Tr Europe Smallcap Transaction History

Creative Planning

$101 Billion
Q3 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 16, 2023	SELL	$51.63 - $58.78 $36,141 - $41,146	-700 Reduced 14.14%	4,250 $222,000
Q4 2022 Feb 10, 2023	SELL	$44.81 - $56.45 $13,443 - $16,935	-300 Reduced 5.71%	4,950 $270,000
Q1 2022 May 16, 2022	SELL	$58.39 - $75.24 $15,998 - $20,615	-274 Reduced 4.96%	5,250 $353,000
Q4 2021 Feb 11, 2022	SELL	$69.94 - $76.06 $6,364 - $6,921	-91 Reduced 1.62%	5,524 $412,000
Q2 2021 Aug 04, 2021	SELL	$71.04 - $77.82 $22,732 - $24,902	-320 Reduced 5.39%	5,615 $412,000
Q1 2021 Apr 30, 2021	SELL	$63.97 - $70.06 $31,985 - $35,030	-500 Reduced 7.77%	5,935 $413,000
Q4 2020 Jan 29, 2021	SELL	$50.23 - $64.84 $25,064 - $32,355	-499 Reduced 7.2%	6,435 $415,000
Q3 2020 Nov 05, 2020	BUY	$49.71 - $55.59 $344,689 - $385,461	6,934 New	6,934 $369,000
Q1 2020 May 05, 2020	SELL	$35.16 - $65.92 $170,068 - $318,855	-4,837 Closed	0 $0
Q4 2019 Jan 30, 2020	SELL	$54.14 - $65.35 $3,735 - $4,509	-69 Reduced 1.41%	4,837 $316,000
Q2 2019 Jul 26, 2019	BUY	N/A	4,906 New	4,906 $286,000
Q4 2018 Feb 01, 2019	SELL	N/A	-3,753 Closed	0 $0
Q3 2018 Oct 25, 2018	SELL	N/A	-928 Reduced 19.82%	3,753 $238,000
Q1 2018 Apr 18, 2018	BUY	N/A	516 Added 12.39%	4,681 $327,000
Q4 2017 Jan 17, 2018	SELL	N/A	-5,168 Reduced 55.37%	4,165 $294,000
Q3 2017 Oct 17, 2017	BUY	N/A	9,333	9,333 $648,000

Others Institutions Holding DFE

# of Institutions

59

Shares Held

701K

Call Options Held

0

Put Options Held

0

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