Creative Planning Wisdomtree Tr Us Small Cap Qua Transaction History

Creative Planning

$129 Billion
Q3 2025

A detailed history of Creative Planning transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Creative Planning holds 14,064 shares of DGRS stock, worth $675,915. This represents 0.0% of its overall portfolio holdings.

Number of Shares

14,064

Previous 16,293 13.68%

Holding current value

$675,915

Previous $758,000 7.39%

% of portfolio

0.0%

Previous 0.0%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$46.4 - $51.49 $103,425 - $114,771	-2,229 Reduced 13.68%	14,064 $702,000
Q2 2025 Aug 08, 2025	BUY	$40.64 - $47.27 $34,422 - $40,037	847 Added 5.48%	16,293 $758,000
Q1 2025 May 15, 2025	SELL	$46.12 - $52.9 $17,156 - $19,678	-372 Reduced 2.35%	15,446 $718,000
Q4 2024 Feb 14, 2025	SELL	$50.34 - $56.61 $33,677 - $37,872	-669 Reduced 4.06%	15,818 $810,000
Q3 2024 Oct 11, 2024	BUY	$46.13 - $52.38 $276 - $314	6 Added 0.04%	16,487 $849,000

Q2 2024 Aug 15, 2024	SELL	$46.27 - $49.42 $4,349 - $4,645	-94 Reduced 0.57%	16,481 $776,000
Q1 2024 May 10, 2024	SELL	$44.91 - $49.64 $11,407 - $12,608	-254 Reduced 1.51%	16,575 $822,000
Q4 2023 Feb 14, 2024	BUY	$38.52 - $48.13 $51,347 - $64,157	1,333 Added 8.6%	16,829 $798,000
Q3 2023 Nov 16, 2023	SELL	$40.67 - $44.93 $37,009 - $40,886	-910 Reduced 5.55%	15,496 $638,000
Q2 2023 Jul 21, 2023	SELL	$38.88 - $42.64 $32,076 - $35,178	-825 Reduced 4.79%	16,406 $696,000
Q1 2023 May 15, 2023	SELL	$39.98 - $46.79 $5,957 - $6,971	-149 Reduced 0.86%	17,231 $716,000
Q4 2022 Feb 10, 2023	SELL	$36.76 - $43.05 $107,302 - $125,662	-2,919 Reduced 14.38%	17,380 $698,000
Q3 2022 Nov 03, 2022	SELL	$35.95 - $44.82 $6,291 - $7,843	-175 Reduced 0.85%	20,299 $730,000
Q2 2022 Aug 15, 2022	SELL	$38.41 - $45.16 $10,754 - $12,644	-280 Reduced 1.35%	20,474 $813,000
Q1 2022 May 16, 2022	BUY	$43.39 - $48.29 $130 - $144	3 Added 0.01%	20,754 $926,000
Q4 2021 Feb 11, 2022	SELL	$44.94 - $48.57 $18,470 - $19,962	-411 Reduced 1.94%	20,751 $988,000
Q3 2021 Nov 10, 2021	BUY	$43.54 - $46.82 $1,741 - $1,872	40 Added 0.19%	21,162 $939,000
Q2 2021 Aug 04, 2021	BUY	$45.35 - $48.44 $408 - $435	9 Added 0.04%	21,122 $982,000
Q1 2021 Apr 30, 2021	BUY	$39.03 - $48.05 $38,873 - $47,857	996 Added 4.95%	21,113 $972,000
Q4 2020 Jan 29, 2021	SELL	$30.96 - $40.12 $46,316 - $60,019	-1,496 Reduced 6.92%	20,117 $796,000
Q3 2020 Nov 05, 2020	BUY	$28.66 - $33.0 $619,428 - $713,229	21,613 New	21,613 $664,000
Q1 2020 May 05, 2020	SELL	$21.0 - $38.15 $126,420 - $229,663	-6,020 Closed	0 $0
Q3 2019 Nov 01, 2019	BUY	$34.72 - $36.3 $209,014 - $218,525	6,020 New	6,020 $214,000

Others Institutions Holding DGRS

# of Institutions

136

Shares Held

5.71M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR US SMALL CAP QUA

Ticker DGRS
Sector ETFs
Industry ETFs

More about DGRS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Account

Creative Planning Wisdomtree Tr Us Small Cap Qua Transaction History