A detailed history of Creative Planning transactions in Wisdom Tree Investments, Inc. stock. As of the latest transaction made, Creative Planning holds 130,696 shares of WETF stock, worth $713,600. This represents 0.0% of its overall portfolio holdings.

Number of Shares
130,696
Previous 118,563 10.23%
Holding current value
$713,600
Previous $647,000 10.2%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2025

BUY
N/A
12,133 Added 10.23%
130,696 $713,000
Q2 2025

Aug 08, 2025

BUY
N/A
5,309 Added 4.69%
118,563 $647,000
Q1 2025

May 15, 2025

BUY
N/A
11,671 Added 11.49%
113,254 $618,000
Q4 2024

Feb 14, 2025

BUY
N/A
101,583 New
101,583 $554,000

Others Institutions Holding WETF

About WisdomTree Investments, Inc.


  • Ticker WETF
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 146,584,992
  • Market Cap $800M
  • Description
  • WisdomTree Investments, Inc., through its subsidiaries, operates as an exchange-traded funds (ETFs) sponsor and asset manager. It offers ETFs in equities, currency, fixed income, and alternatives asset classes. The company also licenses its indexes to third parties for proprietary products, as well as offers a platform to promote the use of Wisd...
More about WETF
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