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Creative Planning
Creative Planning
DWMShowing 8 of 31 quarters
Position history for Creative Planning's holdings in WISDOMTREE TR
Creative Planning holds 27,456 shares of DWM (WISDOMTREE TR), worth $2M as of 2026-Q2. The position was increased (+0.0% shares). DWM represents 0.0% of Creative Planning's portfolio.
Current Value
$2M
Current Shares
27,456
Total Value Change
+$439,799
Total Shares Change
+172
Quarter-by-Quarter History
Other major holders of DWM: Steward Partners Investment Advisory, LLC, MORGAN STANLEY