Creative Planning Wisdomtree Tr U.S. Midcap Divi Transaction History

Creative Planning

$116 Billion
Q2 2025

A detailed history of Creative Planning transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Creative Planning holds 1,517,613 shares of DON stock, worth $78.7 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

1,517,613

Previous 1,528,377 0.7%

Holding current value

$78.7 Million

Previous $75.7 Million 0.5%

% of portfolio

0.07%

Previous 0.07%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$43.28 - $50.37 $465,865 - $542,182	-10,764 Reduced 0.7%	1,517,613 $76.1 Million
Q1 2025 May 15, 2025	SELL	$48.02 - $53.02 $1.5 Million - $1.66 Million	-31,338 Reduced 2.01%	1,528,377 $75.7 Million
Q4 2024 Feb 14, 2025	SELL	$50.53 - $55.55 $696,556 - $765,756	-13,785 Reduced 0.88%	1,559,715 $79.5 Million
Q3 2024 Oct 11, 2024	SELL	$46.17 - $51.13 $1.94 Million - $2.14 Million	-41,932 Reduced 2.6%	1,573,500 $80.5 Million
Q2 2024 Aug 15, 2024	BUY	$45.6 - $48.78 $334,886 - $358,240	7,344 Added 0.46%	1,615,432 $75.6 Million
Q1 2024 May 10, 2024	SELL	$44.21 - $48.77 $2.17 Million - $2.4 Million	-49,155 Reduced 2.97%	1,608,088 $78.4 Million
Q4 2023 Feb 14, 2024	SELL	$38.7 - $46.0 $47,639 - $56,626	-1,231 Reduced 0.07%	1,657,243 $75.7 Million
Q3 2023 Nov 16, 2023	SELL	$40.51 - $44.22 $283,691 - $309,672	-7,003 Reduced 0.42%	1,658,474 $67.9 Million
Q2 2023 Jul 21, 2023	BUY	$38.91 - $42.05 $4.44 Million - $4.8 Million	114,143 Added 7.36%	1,665,477 $70 Million
Q1 2023 May 15, 2023	SELL	$39.05 - $45.4 $2.73 Million - $3.18 Million	-70,008 Reduced 4.32%	1,551,334 $63.6 Million
Q4 2022 Feb 10, 2023	BUY	$38.62 - $43.71 $3.15 Million - $3.56 Million	81,473 Added 5.29%	1,621,342 $66.7 Million
Q3 2022 Nov 03, 2022	BUY	$37.67 - $44.3 $3.57 Million - $4.2 Million	94,709 Added 6.55%	1,539,869 $58 Million
Q2 2022 Aug 15, 2022	BUY	$38.16 - $45.36 $2.04 Million - $2.42 Million	53,341 Added 3.83%	1,445,160 $56.3 Million
Q1 2022 May 16, 2022	BUY	$42.12 - $45.3 $3.98 Million - $4.28 Million	94,572 Added 7.29%	1,391,819 $61.8 Million
Q4 2021 Feb 11, 2022	BUY	$41.76 - $45.13 $1.23 Million - $1.33 Million	29,557 Added 2.33%	1,297,247 $57.5 Million
Q3 2021 Nov 10, 2021	BUY	$40.05 - $43.23 $4.3 Million - $4.65 Million	107,454 Added 9.26%	1,267,690 $52.5 Million
Q2 2021 Aug 04, 2021	SELL	$40.83 - $43.68 $4.61 Million - $4.93 Million	-112,938 Reduced 8.87%	1,160,236 $48.7 Million
Q1 2021 Apr 30, 2021	BUY	$34.36 - $41.24 $1.59 Million - $1.91 Million	46,404 Added 3.78%	1,273,174 $51.5 Million
Q4 2020 Jan 29, 2021	SELL	$29.07 - $35.03 $2.91 Million - $3.51 Million	-100,218 Reduced 7.55%	1,226,770 $42.7 Million
Q3 2020 Nov 05, 2020	SELL	$27.33 - $30.91 $1.53 Million - $1.73 Million	-55,933 Reduced 4.04%	1,326,988 $38.4 Million
Q2 2020 Jul 23, 2020	BUY	$22.29 - $32.04 $2.04 Million - $2.94 Million	91,639 Added 7.1%	1,382,921 $39.2 Million
Q1 2020 May 05, 2020	SELL	$20.48 - $38.6 $2.26 Million - $4.25 Million	-110,149 Reduced 7.86%	1,291,282 $31.2 Million
Q4 2019 Jan 30, 2020	BUY	$34.97 - $38.17 $2.42 Million - $2.64 Million	69,293 Added 5.2%	1,401,431 $53.3 Million
Q3 2019 Nov 01, 2019	BUY	$33.78 - $36.78 $969,249 - $1.06 Million	28,693 Added 2.2%	1,332,138 $48.4 Million
Q2 2019 Jul 26, 2019	SELL	$33.9 - $36.88 $863,466 - $939,370	-25,471 Reduced 1.92%	1,303,445 $47.2 Million
Q1 2019 Apr 24, 2019	BUY	$31.29 - $36.15 $3.44 Million - $3.98 Million	110,041 Added 9.03%	1,328,916 $47.6 Million
Q4 2018 Feb 01, 2019	SELL	$29.98 - $36.73 $3.86 Million - $4.73 Million	-128,702 Reduced 9.55%	1,218,875 $38.6 Million
Q3 2018 Oct 25, 2018	BUY	$36.7 - $37.37 $657,994 - $670,006	17,929 Added 1.35%	1,347,577 $49.7 Million
Q2 2018 Jul 20, 2018	BUY	N/A	14,194 Added 1.08%	1,329,648 $47.6 Million
Q1 2018 Apr 18, 2018	BUY	N/A	88,218 Added 7.19%	1,315,454 $44.9 Million
Q4 2017 Jan 17, 2018	BUY	N/A	840,444 Added 217.29%	1,227,236 $43.3 Million
Q3 2017 Oct 17, 2017	BUY	N/A	386,792	386,792 $38.7 Million

Others Institutions Holding DON

# of Institutions

502

Shares Held

45.2M

Call Options Held

500

Put Options Held

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About WISDOMTREE TR U.S. MIDCAP DIVI

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Creative Planning Wisdomtree Tr U.S. Midcap Divi Transaction History