Creative Planning Wisdomtree Tr U.S Total Divide Transaction History

Creative Planning

$103 Billion
Q4 2024

A detailed history of Creative Planning transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Creative Planning holds 36,805 shares of DTD stock, worth $2.87 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

36,805

Previous 36,653 0.41%

Holding current value

$2.87 Million

Previous $2.81 Million 0.64%

% of portfolio

0.0%

Previous 0.0%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$75.44 - $80.53 $11,466 - $12,240	152 Added 0.41%	36,805 $2.79 Million
Q3 2024 Oct 11, 2024	BUY	$70.02 - $76.68 $25,627 - $28,064	366 Added 1.01%	36,653 $2.81 Million
Q2 2024 Aug 15, 2024	BUY	$67.07 - $71.45 $67 - $71	1 Added 0.0%	36,287 $2.57 Million
Q4 2023 Feb 14, 2024	BUY	$57.51 - $65.5 $48,595 - $55,347	845 Added 2.38%	36,286 $2.37 Million
Q3 2023 Nov 16, 2023	SELL	$60.13 - $64.29 $240 - $257	-4 Reduced 0.01%	35,441 $2.13 Million
Q2 2023 Jul 21, 2023	SELL	$58.74 - $62.09 $13,921 - $14,715	-237 Reduced 0.66%	35,445 $2.2 Million
Q1 2023 May 15, 2023	SELL	$58.06 - $63.3 $7,721 - $8,418	-133 Reduced 0.37%	35,682 $2.16 Million
Q4 2022 Feb 10, 2023	BUY	$55.0 - $63.6 $88,605 - $102,459	1,611 Added 4.71%	35,815 $2.17 Million
Q3 2022 Nov 03, 2022	SELL	$54.26 - $63.28 $90,342 - $105,361	-1,665 Reduced 4.64%	34,204 $1.86 Million
Q2 2022 Aug 15, 2022	SELL	$56.16 - $65.68 $1.02 Million - $1.19 Million	-18,118 Reduced 33.56%	35,869 $2.08 Million
Q1 2022 May 16, 2022	BUY	$61.31 - $65.53 $3,862 - $4,128	63 Added 0.12%	53,987 $3.49 Million
Q4 2021 Feb 11, 2022	BUY	$59.03 - $64.77 $1.59 Million - $1.74 Million	26,900 Added 99.54%	53,924 $3.49 Million
Q3 2021 Nov 10, 2021	BUY	$58.71 - $61.95 $493,868 - $521,123	8,412 Added 45.2%	27,024 $3.17 Million
Q2 2021 Aug 04, 2021	SELL	$56.89 - $59.98 $415,581 - $438,153	-7,305 Reduced 28.19%	18,612 $2.21 Million
Q1 2021 Apr 30, 2021	SELL	$51.81 - $56.75 $107,143 - $117,359	-2,068 Reduced 7.39%	25,917 $2.93 Million
Q4 2020 Jan 29, 2021	SELL	$45.34 - $52.5 $20,539 - $23,782	-453 Reduced 1.59%	27,985 $2.93 Million
Q3 2020 Nov 05, 2020	SELL	$44.65 - $49.39 $295,583 - $326,961	-6,620 Reduced 18.88%	28,438 $2.67 Million
Q2 2020 Jul 23, 2020	BUY	$37.48 - $48.65 $163,487 - $212,211	4,362 Added 14.21%	35,058 $3.16 Million
Q1 2020 May 05, 2020	BUY	$33.65 - $53.81 $954,684 - $1.53 Million	28,371 Added 1220.26%	30,696 $2.4 Million
Q4 2019 Jan 30, 2020	BUY	$48.04 - $52.82 $111,693 - $122,806	2,325 New	2,325 $245,000

Others Institutions Holding DTD

# of Institutions

209

Shares Held

9.46M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR U.S TOTAL DIVIDE

Ticker DTD
Sector ETFs
Industry ETFs

More about DTD

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 U.S Total Divide Transaction History