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DWMFDWMF
5 quarters

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

Creative Planning holds 7,344 shares of DWMF (WISDOMTREE TR), worth $249,325 as of 2026-Q2. The position was decreased (-31.6% shares). DWMF represents 0.0% of Creative Planning's portfolio.

Current Value

$249,325

Current Shares

7,344

Total Value Change

-$396,956

Total Shares Change

-13,230

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
7,344
-31.6%
$249,3250.0%$33.95
0
2026-Q1
Decreased
10,733
-15.8%
$361,5580.0%$34.43
0
2025-Q4
Decreased
12,745
-38.1%
$414,7620.0%$32.87
0
2025-Q3
Increased
20,579
+0.0%
$656,3360.0%$31.57
24
2025-Q2
New
20,574
-
$646,2810.0%$31.01
34

Other major holders of DWMF: JANE STREET GROUP, LLC, LPL Financial LLC

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