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Position history for Creative PlanningCreative Planning's holdings in WISDOMTREE TR

Creative Planning holds 2.1M shares of DEM (WISDOMTREE TR), worth $115.3M as of 2026-Q2. The position was decreased (-1.0% shares). DEM represents 0.1% of Creative Planning's portfolio.

Current Value

$115.3M

Current Shares

2.1M

Total Value Change

+$18.2M

Total Shares Change

-62,138

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
2.1M
-1.0%
$115.3M0.1%$53.79
0
2026-Q1
Increased
2.2M
+2.1%
$107.6M0.1%$49.82
31
2025-Q4
Decreased
2.1M
-0.5%
$99M0.1%$46.89
0
2025-Q3
Decreased
2.1M
-1.4%
$98M0.1%$45.46
0
2025-Q2
Decreased
2.2M
-1.0%
$97.9M0.1%$43.91
0
2025-Q1
Decreased
2.2M
-2.1%
$91.9M0.1%$40.39
0
2024-Q4
Increased
2.2M
+1.1%
$90.3M0.1%$38.57
30
2024-Q3
Decreased
2.2M
-3.3%
$97.1M0.1%$42.34
0

Other major holders of DEM: Steward Partners Investment Advisory, LLC, MORGAN STANLEY, BANK OF AMERICA CORP /DE/

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