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Creative Planning
DES31 quarters
Position history for
Creative 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
Other major holders of DES: Steward Partners Investment Advisory, LLC, MORGAN STANLEY, BANK OF AMERICA CORP /DE/