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DGRSDGRS
Showing 8 of 27 quarters

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

Yes. Creative Planning holds 13,442 shares of DGRS, worth $797,811, as of its Q2 2026 13F filing. It increased the position by 12 shares (+0.1%) from Q1 2026. Creative Planning has held DGRS since Q3 2020, across 24 quarterly 13F filings.

Current Value

$797,811

Current Shares

13,442

Total Value Change

-$51,739

Total Shares Change

-3,045

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
13,442
+0.1%
$797,8110.0%$58.98
25
2026-Q1
Decreased
13,430
-1.1%
$711,2100.0%$52.33
0
2025-Q4
Decreased
13,573
-3.5%
$673,4850.0%$48.85
0
2025-Q3
Decreased
14,064
-13.7%
$702,9210.0%$48.90
0
2025-Q2
Increased
16,293
+5.5%
$758,4200.0%$45.21
26
2025-Q1
Decreased
15,446
-2.4%
$718,2220.0%$44.76
0
2024-Q4
Decreased
15,818
-4.1%
$810,3680.0%$49.06
0
2024-Q3
Increased
16,487
+0.0%
$849,5500.0%$49.03
25

Other major holders of DGRS: LPL Financial LLC, MORGAN STANLEY

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