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DGSDGS
31 quarters

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

Creative Planning holds 4M shares of DGS (WISDOMTREE TR), worth $256.3M as of 2026-Q2. The position was decreased (-5.9% shares). DGS represents 0.1% of Creative Planning's portfolio.

Current Value

$256.3M

Current Shares

4M

Total Value Change

+$255.9M

Total Shares Change

+4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
4M
-5.9%
$256.3M0.1%$64.71
0
2026-Q1
Decreased
4.2M
-6.8%
$252.9M0.2%$61.44
0
2025-Q4
Decreased
4.5M
-8.9%
$258.5M0.2%$57.27
0
2025-Q3
Decreased
5M
-8.6%
$283.1M0.2%$56.33
0
2025-Q2
Decreased
5.4M
-22.9%
$299.7M0.3%$53.56
0
2025-Q1
Decreased
7M
-21.1%
$340M0.3%$47.06
0
2024-Q4
Decreased
8.9M
-31.9%
$436.5M0.4%$47.19
0
2024-Q3
Decreased
13.1M
-20.5%
$703.2M0.7%$51.94
0
2024-Q2
Decreased
16.5M
-28.8%
$847.1M0.9%$48.81
0
2024-Q1
Decreased
23.1M
-29.5%
$1.2B1.3%$47.63
0
2023-Q4
Increased
32.8M
+3.3%
$1.6B3.0%$46.71
60
2023-Q3
Increased
31.8M
+2.9%
$1.5B2.0%$42.88
52
2023-Q2
Increased
30.9M
+6.7%
$1.4B1.9%$41.88
54
2023-Q1
Increased
28.9M
+2.4%
$1.3B1.9%$40.94
51
2022-Q4
Increased
28.3M
+5.1%
$1.2B1.9%$39.22
53
2022-Q3
Increased
26.9M
+6.4%
$1.1B1.9%$35.40
54
2022-Q2
Increased
25.3M
+8.7%
$1.1B1.9%$39.07
55
2022-Q1
Increased
23.2M
+11.9%
$1.2B1.9%$45.43
56
2021-Q4
Increased
20.8M
+12.3%
$1.1B1.8%$44.76
56
2021-Q3
Increased
18.5M
+11.2%
$989.5M1.8%$44.35
56
2021-Q2
Increased
16.6M
+11.9%
$906.9M1.6%$44.87
56
2021-Q1
Increased
14.9M
+14.6%
$762.8M1.5%$41.53
57
2020-Q4
Increased
13M
+12.9%
$619.1M1.4%$38.85
56
2020-Q3
Increased
11.5M
+7.6%
$475.2M1.2%$32.91
53
2020-Q2
Increased
10.7M
+30.2%
$416.5M1.2%$31.07
62
2020-Q1
Increased
8.2M
+37.0%
$270.9M1.0%$25.74
57
2019-Q4
Increased
6M
+44.3%
$286.3M0.9%$37.07
59
2019-Q3
Increased
4.1M
+182.1%
$183.7M0.6%$34.12
69
2019-Q2
Increased
1.5M
+149x
$69.2M0.2%$35.80
57
2019-Q1
Increased
9,793
+13.5%
$461,0000.0%$35.34
27
2018-Q4
New
8,631
-
$362,0000.0%$31.38
33

Other major holders of DGS: Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/, JANE STREET GROUP, LLC

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