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 $1.54 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

27,284

Previous 25,134 8.55%

Holding current value

$1.54 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

133

Shares Held

6.6M

Call Options Held

Put Options Held

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About WISDOMTREE TR

Ticker DWM
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Creative Planning Wisdomtree Tr Transaction History