Creative Planning Wisdomtree Tr U.S. Smallcap Di Transaction History

Creative Planning

  • $129 Billion
  • Q3 2025

A detailed history of Creative Planning transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Creative Planning holds 1,404,978 shares of DES stock, worth $46 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,404,978
Previous 1,439,254 2.38%
Holding current value
$46 Million
Previous $45.7 Million 3.52%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 14, 2025
SELL
$31.31 - $34.54 $1.07 Million - $1.18 Million
-34,276 Reduced 2.38%
1,404,978 $47.3 Million
Q2 2025

Aug 08, 2025
SELL
$28.02 - $32.37 $174,508 - $201,600
-6,228 Reduced 0.43%
1,439,254 $45.7 Million
Q1 2025

May 15, 2025
SELL
$31.63 - $35.22 $965,062 - $1.07 Million
-30,511 Reduced 2.07%
1,445,482 $46.2 Million
Q4 2024

Feb 14, 2025
SELL
$33.7 - $37.69 $561,711 - $628,216
-16,668 Reduced 1.12%
1,475,993 $50.7 Million
Q3 2024

Oct 11, 2024
SELL
$30.61 - $34.92 $425,081 - $484,934
-13,887 Reduced 0.92%
1,492,661 $51.5 Million
Q2 2024

Aug 15, 2024
SELL
$30.34 - $32.53 $330,463 - $354,316
-10,892 Reduced 0.72%
1,506,548 $46.9 Million
Q1 2024

May 10, 2024
SELL
$30.25 - $32.68 $1.69 Million - $1.82 Million
-55,781 Reduced 3.55%
1,517,440 $49.6 Million
Q4 2023

Feb 14, 2024
SELL
$26.55 - $32.72 $675,856 - $832,920
-25,456 Reduced 1.59%
1,573,221 $50.6 Million
Q3 2023

Nov 16, 2023
SELL
$27.79 - $30.65 $3.92 Million - $4.33 Million
-141,126 Reduced 8.11%
1,598,677 $45.1 Million
Q2 2023

Jul 21, 2023
BUY
$26.6 - $29.16 $1.16 Million - $1.27 Million
43,500 Added 2.56%
1,739,803 $50.1 Million
Q1 2023

May 15, 2023
SELL
$27.3 - $32.13 $723,450 - $851,445
-26,500 Reduced 1.54%
1,696,303 $48.4 Million
Q4 2022

Feb 10, 2023
BUY
$26.29 - $30.5 $410,570 - $476,318
15,617 Added 0.91%
1,722,803 $49 Million
Q3 2022

Nov 03, 2022
BUY
$25.74 - $31.54 $2.01 Million - $2.46 Million
78,094 Added 4.79%
1,707,186 $43.9 Million
Q2 2022

Aug 15, 2022
BUY
$27.57 - $32.14 $1.38 Million - $1.61 Million
50,058 Added 3.17%
1,629,092 $46 Million
Q1 2022

May 16, 2022
BUY
$30.79 - $33.49 $1.96 Million - $2.13 Million
63,592 Added 4.2%
1,579,034 $50.3 Million
Q4 2021

Feb 11, 2022
BUY
$30.94 - $33.79 $56,094 - $61,261
1,813 Added 0.12%
1,515,442 $49.8 Million
Q3 2021

Nov 10, 2021
BUY
$30.22 - $32.27 $2.71 Million - $2.9 Million
89,722 Added 6.3%
1,513,629 $46.7 Million
Q2 2021

Aug 04, 2021
SELL
$31.27 - $33.51 $3.58 Million - $3.84 Million
-114,557 Reduced 7.45%
1,423,907 $45.4 Million
Q1 2021

Apr 30, 2021
SELL
$26.31 - $32.55 $290,199 - $359,026
-11,030 Reduced 0.71%
1,538,464 $47.9 Million
Q4 2020

Jan 29, 2021
SELL
$21.26 - $26.81 $2.09 Million - $2.64 Million
-98,320 Reduced 5.97%
1,549,494 $41.2 Million
Q3 2020

Nov 05, 2020
BUY
$20.09 - $23.24 $1.57 Million - $1.82 Million
78,195 Added 4.98%
1,647,814 $34.7 Million
Q2 2020

Jul 23, 2020
BUY
$16.54 - $23.54 $863,884 - $1.23 Million
52,230 Added 3.44%
1,569,619 $33.2 Million
Q1 2020

May 05, 2020
BUY
$15.92 - $28.87 $3.3 Million - $5.99 Million
207,428 Added 15.83%
1,517,389 $27.3 Million
Q4 2019

Jan 30, 2020
BUY
$26.28 - $28.79 $3.01 Million - $3.3 Million
114,595 Added 9.59%
1,309,961 $37.6 Million
Q3 2019

Nov 01, 2019
BUY
$26.76 - $27.89 $1.89 Million - $1.97 Million
70,614 Added 6.28%
1,195,366 $32.7 Million
Q2 2019

Jul 26, 2019
BUY
N/A
44,277 Added 4.1%
1,124,752 $30.5 Million
Q1 2019

Apr 24, 2019
BUY
N/A
74,471 Added 7.4%
1,080,475 $29.8 Million
Q4 2018

Feb 01, 2019
BUY
N/A
47,667 Added 4.97%
1,006,004 $24.7 Million
Q3 2018

Oct 25, 2018
BUY
N/A
58,650 Added 6.52%
958,337 $28.5 Million
Q2 2018

Jul 20, 2018
BUY
N/A
81,176 Added 9.92%
899,687 $26.7 Million
Q1 2018

Apr 18, 2018
BUY
N/A
23,559 Added 2.96%
818,511 $22.4 Million
Q4 2017

Jan 17, 2018
BUY
N/A
528,656 Added 198.52%
794,952 $23.1 Million
Q3 2017

Oct 17, 2017
BUY
N/A
266,296
266,296 $22.4 Million

Others Institutions Holding DES

# of Institutions
384
Shares Held
30.9M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. SMALLCAP DI

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