Question 1

How many shares of DGRS does Creative Planning own?

Accepted Answer

As of 2026-Q2, Creative Planning holds 13,442 shares of DGRS (WISDOMTREE TR).

Question 2

What is Creative Planning's DGRS position worth?

Accepted Answer

As of 2026-Q2, Creative Planning's DGRS position is worth $797,811.

Question 3

Is Creative Planning buying or selling DGRS?

Accepted Answer

In 2026-Q2, Creative Planning increased their DGRS position (+0.1% change in shares).

Question 4

When did Creative Planning first buy DGRS?

Accepted Answer

Based on available 13F filings, Creative Planning first reported a position in DGRS in 2024-Q3. They have held the position across 27 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	13,442	+0.1%	$797,811	0.0%	$59.30	25
2026-Q1	Decreased	13,430	-1.1%	$711,210	0.0%	$52.61	0
2025-Q4	Decreased	13,573	-3.5%	$673,485	0.0%	$49.12	0
2025-Q3	Decreased	14,064	-13.7%	$702,921	0.0%	$49.16	0
2025-Q2	Increased	16,293	+5.5%	$758,420	0.0%	$45.46	26
2025-Q1	Decreased	15,446	-2.4%	$718,222	0.0%	$45.01	0
2024-Q4	Decreased	15,818	-4.1%	$810,368	0.0%	$49.33	0
2024-Q3	Increased	16,487	+0.0%	$849,550	0.0%	$49.30	25

DGRSShowing 8 of 27 quarters

DGRS
Showing 8 of 27 quarters