Creative Planning Wisdomtree Tr U.S Transaction History

Creative Planning

$129 Billion
Q3 2025

A detailed history of Creative Planning transactions in Wisdomtree Tr U.S stock. As of the latest transaction made, Creative Planning holds 20,144 shares of DHS stock, worth $2.03 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

20,144

Previous 20,144 -0.0%

Holding current value

$2.03 Million

Previous $1.93 Million 4.97%

% of portfolio

0.0%

Previous 0.0%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$87.71 - $98.37 $964 - $1,082	11 Added 0.05%	20,144 $1.93 Million
Q1 2025 May 15, 2025	SELL	$91.55 - $99.74 $219,079 - $238,677	-2,393 Reduced 10.62%	20,133 $2 Million
Q4 2024 Feb 14, 2025	BUY	$92.66 - $100.58 $177,999 - $193,214	1,921 Added 9.32%	22,526 $2.1 Million
Q3 2024 Oct 11, 2024	BUY	$83.9 - $93.83 $11,913 - $13,323	142 Added 0.69%	20,605 $1.93 Million
Q2 2024 Aug 15, 2024	BUY	$81.94 - $87.24 $14,093 - $15,005	172 Added 0.85%	20,463 $1.73 Million

Q1 2024 May 10, 2024	SELL	$79.77 - $86.66 $5,743 - $6,239	-72 Reduced 0.35%	20,291 $1.76 Million
Q4 2023 Feb 14, 2024	BUY	$73.7 - $83.0 $410,214 - $461,978	5,566 Added 37.62%	20,363 $1.67 Million
Q3 2023 Nov 16, 2023	BUY	$77.8 - $83.01 $65,741 - $70,143	845 Added 6.06%	14,797 $1.16 Million
Q2 2023 Jul 21, 2023	SELL	$76.29 - $83.88 $13,274 - $14,595	-174 Reduced 1.23%	13,952 $1.11 Million
Q1 2023 May 15, 2023	SELL	$78.69 - $89.17 $121,812 - $138,035	-1,548 Reduced 9.88%	14,126 $1.16 Million
Q4 2022 Feb 10, 2023	BUY	$77.6 - $89.39 $458,072 - $527,669	5,903 Added 60.41%	15,674 $1.35 Million
Q3 2022 Nov 03, 2022	BUY	$75.81 - $87.12 $9,552 - $10,977	126 Added 1.31%	9,771 $741,000
Q2 2022 Aug 15, 2022	SELL	$80.0 - $91.19 $2,560 - $2,918	-32 Reduced 0.33%	9,645 $794,000
Q1 2022 May 16, 2022	BUY	$82.52 - $88.81 $34,905 - $37,566	423 Added 4.57%	9,677 $852,000
Q4 2021 Feb 11, 2022	SELL	$76.78 - $82.54 $10,442 - $11,225	-136 Reduced 1.45%	9,254 $764,000
Q3 2021 Nov 10, 2021	BUY	$76.98 - $81.05 $5,465 - $5,754	71 Added 0.76%	9,390 $723,000
Q2 2021 Aug 04, 2021	BUY	$76.59 - $80.99 $169,340 - $179,068	2,211 Added 31.11%	9,319 $729,000
Q1 2021 Apr 30, 2021	SELL	$68.47 - $76.8 $9,517 - $10,675	-139 Reduced 1.92%	7,108 $542,000
Q4 2020 Jan 29, 2021	BUY	$60.36 - $71.22 $2,233 - $2,635	37 Added 0.51%	7,247 $503,000
Q3 2020 Nov 05, 2020	SELL	$60.76 - $65.86 $10,997 - $11,920	-181 Reduced 2.45%	7,210 $451,000
Q2 2020 Jul 23, 2020	SELL	$53.94 - $68.94 $150,276 - $192,066	-2,786 Reduced 27.38%	7,391 $460,000
Q1 2020 May 05, 2020	BUY	$48.28 - $77.44 $105,153 - $168,664	2,178 Added 27.23%	10,177 $576,000
Q4 2019 Jan 30, 2020	BUY	$72.3 - $77.34 $23,569 - $25,212	326 Added 4.25%	7,999 $614,000
Q3 2019 Nov 01, 2019	SELL	$73.41 - $74.68 $18,058 - $18,371	-246 Reduced 3.11%	7,673 $571,000
Q2 2019 Jul 26, 2019	BUY	N/A	120 Added 1.54%	7,919 $576,000
Q1 2019 Apr 24, 2019	SELL	N/A	-349 Reduced 4.28%	7,799 $565,000
Q4 2018 Feb 01, 2019	SELL	N/A	-22 Reduced 0.27%	8,148 $531,000
Q3 2018 Oct 25, 2018	BUY	N/A	2 Added 0.02%	8,170 $590,000
Q2 2018 Jul 20, 2018	SELL	N/A	-504 Reduced 5.81%	8,168 $571,000
Q1 2018 Apr 18, 2018	SELL	N/A	-489 Reduced 5.34%	8,672 $591,000
Q4 2017 Jan 17, 2018	BUY	N/A	1,480 Added 19.27%	9,161 $667,000
Q3 2017 Oct 17, 2017	BUY	N/A	7,681	7,681 $537,000

Others Institutions Holding DHS

# of Institutions

266

Shares Held

6.82M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR U.S

Ticker DHS
Sector ETFs
Industry ETFs

More about DHS

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 Transaction History