Creative Planning Wisdomtree Tr Intl Small Cap D Transaction History

Creative Planning

  • $129 Billion
  • Q3 2025

A detailed history of Creative Planning transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Creative Planning holds 37,226 shares of DLS stock, worth $2.91 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
37,226
Previous 41,691 10.71%
Holding current value
$2.91 Million
Previous $3.13 Million 5.49%
% of portfolio
0.0%
Previous 0.0%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$74.73 - $80.82 $333,669 - $360,861
-4,465 Reduced 10.71%
37,226 $2.96 Million
Q2 2025

Aug 08, 2025
SELL
$59.57 - $75.11 $250,730 - $316,137
-4,209 Reduced 9.17%
41,691 $3.13 Million
Q1 2025

May 15, 2025
SELL
$61.2 - $68.24 $48,776 - $54,387
-797 Reduced 1.71%
45,900 $3.03 Million
Q4 2024

Feb 14, 2025
BUY
$62.71 - $68.47 $24,456 - $26,703
390 Added 0.84%
46,697 $2.94 Million
Q3 2024

Oct 11, 2024
BUY
$61.97 - $69.37 $55,153 - $61,739
890 Added 1.96%
46,307 $3.2 Million
Q2 2024

Aug 15, 2024
SELL
$62.48 - $66.89 $19,306 - $20,669
-309 Reduced 0.68%
45,417 $2.88 Million
Q1 2024

May 10, 2024
SELL
$61.35 - $65.41 $172,884 - $184,325
-2,818 Reduced 5.81%
45,726 $2.98 Million
Q4 2023

Feb 14, 2024
BUY
$53.89 - $64.06 $39,770 - $47,276
738 Added 1.54%
48,544 $3.1 Million
Q3 2023

Nov 16, 2023
SELL
$57.26 - $62.05 $31,092 - $33,693
-543 Reduced 1.12%
47,806 $2.75 Million
Q2 2023

Jul 21, 2023
BUY
$58.34 - $62.61 $350 - $375
6 Added 0.01%
48,349 $2.87 Million
Q1 2023

May 15, 2023
SELL
$58.15 - $63.87 $41,112 - $45,156
-707 Reduced 1.44%
48,343 $2.95 Million
Q4 2022

Feb 10, 2023
BUY
$50.78 - $59.46 $748,852 - $876,856
14,747 Added 42.99%
49,050 $2.84 Million
Q3 2022

Nov 03, 2022
SELL
$51.06 - $62.46 $699,164 - $855,264
-13,693 Reduced 28.53%
34,303 $1.77 Million
Q2 2022

Aug 15, 2022
BUY
$58.38 - $69.47 $532,016 - $633,080
9,113 Added 23.44%
47,996 $2.8 Million
Q1 2022

May 16, 2022
SELL
$64.07 - $74.35 $9,482 - $11,003
-148 Reduced 0.38%
38,883 $2.67 Million
Q4 2021

Feb 11, 2022
BUY
$70.11 - $76.05 $4,627 - $5,019
66 Added 0.17%
39,031 $2.88 Million
Q3 2021

Nov 10, 2021
BUY
$72.88 - $79.21 $78,637 - $85,467
1,079 Added 2.85%
38,965 $2.89 Million
Q2 2021

Aug 04, 2021
SELL
$73.07 - $77.75 $519,600 - $552,880
-7,111 Reduced 15.8%
37,886 $2.83 Million
Q1 2021

Apr 30, 2021
BUY
$67.48 - $73.47 $225,855 - $245,904
3,347 Added 8.04%
44,997 $3.25 Million
Q4 2020

Jan 29, 2021
BUY
$58.19 - $68.24 $13,732 - $16,104
236 Added 0.57%
41,650 $2.84 Million
Q3 2020

Nov 05, 2020
BUY
$55.74 - $61.54 $230,429 - $254,406
4,134 Added 11.09%
41,414 $2.48 Million
Q2 2020

Jul 23, 2020
BUY
$44.96 - $59.68 $665,677 - $883,622
14,806 Added 65.88%
37,280 $2.07 Million
Q1 2020

May 05, 2020
BUY
$42.11 - $71.71 $582,844 - $992,538
13,841 Added 160.33%
22,474 $1.08 Million
Q4 2019

Jan 30, 2020
SELL
$62.06 - $71.66 $67,086 - $77,464
-1,081 Reduced 11.13%
8,633 $614,000
Q3 2019

Nov 01, 2019
BUY
$63.1 - $64.95 $142,606 - $146,787
2,260 Added 30.32%
9,714 $617,000
Q2 2019

Jul 26, 2019
BUY
N/A
163 Added 2.24%
7,454 $485,000
Q1 2019

Apr 24, 2019
SELL
N/A
-5,785 Reduced 44.24%
7,291 $480,000
Q4 2018

Feb 01, 2019
BUY
N/A
6,236 Added 91.17%
13,076 $789,000
Q3 2018

Oct 25, 2018
BUY
N/A
2,058 Added 43.04%
6,840 $487,000
Q2 2018

Jul 20, 2018
SELL
N/A
-983 Reduced 17.05%
4,782 $344,000
Q1 2018

Apr 18, 2018
SELL
N/A
-265 Reduced 4.39%
5,765 $441,000
Q4 2017

Jan 17, 2018
SELL
N/A
-815 Reduced 11.91%
6,030 $463,000
Q3 2017

Oct 17, 2017
BUY
N/A
6,845
6,845 $506,000

Others Institutions Holding DLS

# of Institutions
224
Shares Held
5.28M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR INTL SMALL CAP D

DLS Quotes by TradingView
  • Ticker DLS
  • Sector ETFs
  • Industry ETFs
More about DLS
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email