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DESDES
31 quarters

Position history for Creative PlanningCreative Planning's holdings in WISDOMTREE US SMALLCAP DIVID

Creative Planning holds 1.3M shares of DES (WISDOMTREE US SMALLCAP DIVID), worth $54.5M as of 2026-Q2. The position was decreased (-0.6% shares). DES represents 0.0% of Creative Planning's portfolio.

Current Value

$54.5M

Current Shares

1.3M

Total Value Change

+$29.8M

Total Shares Change

+333,632

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.3M
-0.6%
$54.5M0.0%$40.64
0
2026-Q1
Decreased
1.3M
-1.1%
$48.4M0.0%$35.66
0
2025-Q4
Decreased
1.4M
-3.0%
$45.6M0.0%$33.10
0
2025-Q3
Decreased
1.4M
-2.4%
$47.3M0.0%$33.03
0
2025-Q2
Decreased
1.4M
-0.4%
$45.7M0.0%$30.91
0
2025-Q1
Decreased
1.4M
-2.1%
$46.2M0.0%$30.85
0
2024-Q4
Decreased
1.5M
-1.1%
$50.7M0.0%$33.02
0
2024-Q3
Decreased
1.5M
-0.9%
$51.5M0.1%$32.88
0
2024-Q2
Decreased
1.5M
-0.7%
$46.9M0.1%$29.48
0
2024-Q1
Decreased
1.5M
-3.5%
$49.6M0.1%$30.64
0
2023-Q4
Decreased
1.6M
-1.6%
$50.6M0.1%$30.04
0
2023-Q3
Decreased
1.6M
-8.1%
$45.1M0.1%$26.11
0
2023-Q2
Increased
1.7M
+2.6%
$50.1M0.1%$26.45
30
2023-Q1
Decreased
1.7M
-1.5%
$48.4M0.1%$26.03
0
2022-Q4
Increased
1.7M
+0.9%
$49M0.1%$25.78
29
2022-Q3
Increased
1.7M
+4.8%
$43.9M0.1%$23.11
31
2022-Q2
Increased
1.6M
+3.2%
$46M0.1%$25.12
30
2022-Q1
Increased
1.6M
+4.2%
$50.3M0.1%$28.17
31
2021-Q4
Increased
1.5M
+0.1%
$49.8M0.1%$28.96
29
2021-Q3
Increased
1.5M
+6.3%
$46.7M0.1%$26.88
31
2021-Q2
Decreased
1.4M
-7.5%
$45.4M0.1%$27.61
0
2021-Q1
Decreased
1.5M
-0.7%
$47.9M0.1%$26.83
0
2020-Q4
Decreased
1.5M
-6.0%
$41.2M0.1%$22.89
0
2020-Q3
Increased
1.6M
+5.0%
$34.7M0.1%$17.94
30
2020-Q2
Increased
1.6M
+3.4%
$33.2M0.1%$17.88
30
2020-Q1
Increased
1.5M
+15.8%
$27.3M0.1%$15.07
33
2019-Q4
Increased
1.3M
+9.6%
$37.6M0.1%$23.91
38
2019-Q3
Increased
1.2M
+6.3%
$32.7M0.1%$22.60
37
2019-Q2
Increased
1.1M
+4.1%
$30.5M0.1%$22.18
36
2019-Q1
Increased
1.1M
+7.4%
$29.8M0.1%$22.35
37
2018-Q4
New
1M
-
$24.7M0.1%$19.88
47

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

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