Creative Planning Wisdomtree Tr Intl Small Cap D Transaction History

Creative Planning

$116 Billion
Q2 2025

A detailed history of Creative Planning transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Creative Planning holds 41,691 shares of DLS stock, worth $3.28 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

41,691

Previous 45,900 9.17%

Holding current value

$3.28 Million

Previous $3.03 Million 3.37%

% of portfolio

0.0%

Previous 0.0%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$59.57 - $75.11 $250,730 - $316,137	-4,209 Reduced 9.17%	41,691 $3.13 Million
Q1 2025 May 15, 2025	SELL	$61.2 - $68.24 $48,776 - $54,387	-797 Reduced 1.71%	45,900 $3.03 Million
Q4 2024 Feb 14, 2025	BUY	$62.71 - $68.47 $24,456 - $26,703	390 Added 0.84%	46,697 $2.94 Million
Q3 2024 Oct 11, 2024	BUY	$61.97 - $69.37 $55,153 - $61,739	890 Added 1.96%	46,307 $3.2 Million
Q2 2024 Aug 15, 2024	SELL	$62.48 - $66.89 $19,306 - $20,669	-309 Reduced 0.68%	45,417 $2.88 Million
Q1 2024 May 10, 2024	SELL	$61.35 - $65.41 $172,884 - $184,325	-2,818 Reduced 5.81%	45,726 $2.98 Million
Q4 2023 Feb 14, 2024	BUY	$53.89 - $64.06 $39,770 - $47,276	738 Added 1.54%	48,544 $3.1 Million
Q3 2023 Nov 16, 2023	SELL	$57.26 - $62.05 $31,092 - $33,693	-543 Reduced 1.12%	47,806 $2.75 Million
Q2 2023 Jul 21, 2023	BUY	$58.34 - $62.61 $350 - $375	6 Added 0.01%	48,349 $2.87 Million
Q1 2023 May 15, 2023	SELL	$58.15 - $63.87 $41,112 - $45,156	-707 Reduced 1.44%	48,343 $2.95 Million
Q4 2022 Feb 10, 2023	BUY	$50.78 - $59.46 $748,852 - $876,856	14,747 Added 42.99%	49,050 $2.84 Million
Q3 2022 Nov 03, 2022	SELL	$51.06 - $62.46 $699,164 - $855,264	-13,693 Reduced 28.53%	34,303 $1.77 Million
Q2 2022 Aug 15, 2022	BUY	$58.38 - $69.47 $532,016 - $633,080	9,113 Added 23.44%	47,996 $2.8 Million
Q1 2022 May 16, 2022	SELL	$64.07 - $74.35 $9,482 - $11,003	-148 Reduced 0.38%	38,883 $2.67 Million
Q4 2021 Feb 11, 2022	BUY	$70.11 - $76.05 $4,627 - $5,019	66 Added 0.17%	39,031 $2.88 Million
Q3 2021 Nov 10, 2021	BUY	$72.88 - $79.21 $78,637 - $85,467	1,079 Added 2.85%	38,965 $2.89 Million
Q2 2021 Aug 04, 2021	SELL	$73.07 - $77.75 $519,600 - $552,880	-7,111 Reduced 15.8%	37,886 $2.83 Million
Q1 2021 Apr 30, 2021	BUY	$67.48 - $73.47 $225,855 - $245,904	3,347 Added 8.04%	44,997 $3.25 Million
Q4 2020 Jan 29, 2021	BUY	$58.19 - $68.24 $13,732 - $16,104	236 Added 0.57%	41,650 $2.84 Million
Q3 2020 Nov 05, 2020	BUY	$55.74 - $61.54 $230,429 - $254,406	4,134 Added 11.09%	41,414 $2.48 Million
Q2 2020 Jul 23, 2020	BUY	$44.96 - $59.68 $665,677 - $883,622	14,806 Added 65.88%	37,280 $2.07 Million
Q1 2020 May 05, 2020	BUY	$42.11 - $71.71 $582,844 - $992,538	13,841 Added 160.33%	22,474 $1.08 Million
Q4 2019 Jan 30, 2020	SELL	$62.06 - $71.66 $67,086 - $77,464	-1,081 Reduced 11.13%	8,633 $614,000
Q3 2019 Nov 01, 2019	BUY	$63.1 - $64.95 $142,606 - $146,787	2,260 Added 30.32%	9,714 $617,000
Q2 2019 Jul 26, 2019	BUY	N/A	163 Added 2.24%	7,454 $485,000
Q1 2019 Apr 24, 2019	SELL	N/A	-5,785 Reduced 44.24%	7,291 $480,000
Q4 2018 Feb 01, 2019	BUY	N/A	6,236 Added 91.17%	13,076 $789,000
Q3 2018 Oct 25, 2018	BUY	N/A	2,058 Added 43.04%	6,840 $487,000
Q2 2018 Jul 20, 2018	SELL	N/A	-983 Reduced 17.05%	4,782 $344,000
Q1 2018 Apr 18, 2018	SELL	N/A	-265 Reduced 4.39%	5,765 $441,000
Q4 2017 Jan 17, 2018	SELL	N/A	-815 Reduced 11.91%	6,030 $463,000
Q3 2017 Oct 17, 2017	BUY	N/A	6,845	6,845 $506,000

Others Institutions Holding DLS

# of Institutions

220

Shares Held

5.1M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR INTL SMALL CAP D

Ticker DLS
Sector ETFs
Industry ETFs

More about DLS

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 Intl Small Cap D Transaction History