Creative Planning Wisdomtree Tr Transaction History

Creative Planning

$101 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 10, 2023	BUY	$30.01 - $36.51 $1.38 Million - $1.68 Million	45,975 New	45,975 $1.65 Million

Others Institutions Holding DTH

# of Institutions

81

Shares Held

5.47M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.38M
Shares

$51.7 Million
0.0% of portfolio
Morgan Stanley New York, NY

649K
Shares

$24.4 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

585K
Shares

$22 Million
0.01% of portfolio
Vertex Planning Partners, LLC Downers Grove, IL

330K
Shares

$12.4 Million
3.27% of portfolio
Mariner, LLC Overland Park, KS

192K
Shares

$7.2 Million
0.01% of portfolio

About WISDOMTREE TR

Ticker DTH
Sector ETFs
Industry ETFs

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.