Back to Creative Planning Creative Planning

WCBRWCBR
3 quarters

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

Creative Planning holds 10,187 shares of WCBR (WISDOMTREE TR), worth $368,959 as of 2026-Q2. This is a new position. WCBR represents 0.0% of Creative Planning's portfolio.

Current Value

$368,959

Current Shares

10,187

Total Value Change

+$298,293

Total Shares Change

+7,686

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
New
10,187
-
$368,9590.0%$36.22
33
2025-Q1
Exited
0
-100.0%
$00.0%$27.58
0
2024-Q4
New
2,501
-
$70,6660.0%$28.53
29

Other major holders of WCBR: HighTower Advisors, LLC, JANE STREET GROUP, LLC, LPL Financial LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used