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Creative Planning
Creative Planning
DLSShowing 8 of 31 quarters
Position history for Creative Planning's holdings in WISDOMTREE TR
Creative Planning holds 40,180 shares of DLS (WISDOMTREE TR), worth $3.4M as of 2026-Q2. The position was decreased (-0.5% shares). DLS represents 0.0% of Creative Planning's portfolio.
Current Value
$3.4M
Current Shares
40,180
Total Value Change
+$169,204
Total Shares Change
-6,127
Quarter-by-Quarter History
Other major holders of DLS: Steward Partners Investment Advisory, LLC, Savant Capital, LLC