Creative Planning Wisdomtree Tr Transaction History

Creative Planning

$101 Billion
Q3 2024

A detailed history of Creative Planning transactions in Wisdomtree Tr stock. As of the latest transaction made, Creative Planning holds 27,284 shares of DWM stock, worth $1.45 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

27,284

Previous 25,134 8.55%

Holding current value

$1.45 Million

Previous $1.35 Million 16.3%

% of portfolio

0.0%

Previous 0.0%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$52.24 - $58.1 $112,316 - $124,915	2,150 Added 8.55%	27,284 $1.57 Million
Q2 2024 Aug 15, 2024	SELL	$52.54 - $56.44 $187,935 - $201,885	-3,577 Reduced 12.46%	25,134 $1.35 Million
Q4 2023 Feb 14, 2024	SELL	$46.5 - $52.58 $175,026 - $197,911	-3,764 Reduced 11.59%	28,711 $1.51 Million
Q3 2023 Nov 16, 2023	SELL	$48.13 - $51.79 $39,707 - $42,726	-825 Reduced 2.48%	32,475 $1.57 Million
Q2 2023 Jul 21, 2023	SELL	$48.54 - $51.63 $295,511 - $314,323	-6,088 Reduced 15.46%	33,300 $1.67 Million
Q1 2023 May 15, 2023	SELL	$47.34 - $51.12 $29,208 - $31,541	-617 Reduced 1.54%	39,388 $1.96 Million
Q4 2022 Feb 10, 2023	BUY	$39.94 - $48.25 $48,966 - $59,154	1,226 Added 3.16%	40,005 $1.88 Million
Q3 2022 Nov 03, 2022	SELL	$39.86 - $47.65 $27,822 - $33,259	-698 Reduced 1.77%	38,779 $1.56 Million
Q2 2022 Aug 15, 2022	SELL	$45.44 - $53.31 $646,838 - $758,867	-14,235 Reduced 26.5%	39,477 $1.79 Million
Q1 2022 May 16, 2022	BUY	$48.63 - $55.69 $218,737 - $250,493	4,498 Added 9.14%	53,712 $2.83 Million
Q4 2021 Feb 11, 2022	BUY	$51.6 - $54.8 $11,145 - $11,836	216 Added 0.44%	49,214 $2.66 Million
Q3 2021 Nov 10, 2021	BUY	$52.87 - $56.39 $857,022 - $914,081	16,210 Added 49.44%	48,998 $2.59 Million
Q2 2021 Aug 04, 2021	SELL	$53.08 - $56.66 $880,491 - $939,876	-16,588 Reduced 33.6%	32,788 $1.79 Million
Q1 2021 Apr 30, 2021	SELL	$50.35 - $53.3 $21,348 - $22,599	-424 Reduced 0.85%	49,376 $2.6 Million
Q4 2020 Jan 29, 2021	SELL	$43.68 - $50.9 $123,876 - $144,352	-2,836 Reduced 5.39%	49,800 $2.52 Million
Q3 2020 Nov 05, 2020	SELL	$44.37 - $47.42 $942,862 - $1.01 Million	-21,250 Reduced 28.76%	52,636 $2.39 Million
Q2 2020 Jul 23, 2020	BUY	$37.7 - $47.21 $346,613 - $434,048	9,194 Added 14.21%	73,886 $3.27 Million
Q1 2020 May 05, 2020	BUY	$34.55 - $53.86 $2.08 Million - $3.25 Million	60,286 Added 1368.27%	64,692 $2.56 Million
Q4 2019 Jan 30, 2020	SELL	$48.34 - $53.77 $10,393 - $11,560	-215 Reduced 4.65%	4,406 $236,000
Q3 2019 Nov 01, 2019	BUY	$49.49 - $50.65 $6,037 - $6,179	122 Added 2.71%	4,621 $230,000
Q2 2019 Jul 26, 2019	SELL	N/A	-109 Reduced 2.37%	4,499 $229,000
Q1 2019 Apr 24, 2019	SELL	N/A	-422 Reduced 8.39%	4,608 $233,000
Q4 2018 Feb 01, 2019	SELL	N/A	-2,018 Reduced 28.63%	5,030 $234,000
Q3 2018 Oct 25, 2018	SELL	N/A	-4,336 Reduced 38.09%	7,048 $374,000
Q2 2018 Jul 20, 2018	BUY	N/A	6,762 Added 146.3%	11,384 $601,000
Q1 2018 Apr 18, 2018	SELL	N/A	-183 Reduced 3.81%	4,622 $254,000
Q4 2017 Jan 17, 2018	BUY	N/A	7 Added 0.15%	4,805 $268,000
Q3 2017 Oct 17, 2017	BUY	N/A	4,798	4,798 $261,000

Others Institutions Holding DWM

# of Institutions

126

Shares Held

5.86M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR

Ticker DWM
Sector ETFs
Industry ETFs

More about DWM

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 Transaction History