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WTAIWTAI
Showing 8 of 10 quarters

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

Yes. Creative Planning holds 24,260 shares of WTAI, worth $1.2M, as of its Q2 2026 13F filing. It increased the position by 179 shares (+0.7%) from Q1 2026. Creative Planning has held WTAI since Q1 2024, across 10 quarterly 13F filings.

Current Value

$1.2M

Current Shares

24,260

Total Value Change

+$792,619

Total Shares Change

+6,246

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
24,260
+0.7%
$1.2M0.0%$47.47
25
2026-Q1
Increased
24,081
+4.0%
$679,8190.0%$28.79
26
2025-Q4
Increased
23,152
+17.4%
$674,6490.0%$29.49
29
2025-Q3
Increased
19,717
+8.3%
$563,1150.0%$28.16
26
2025-Q2
Increased
18,208
+6.4%
$447,1870.0%$23.88
26
2025-Q1
Increased
17,109
+1.4%
$325,0700.0%$18.97
24
2024-Q4
Decreased
16,880
-6.3%
$371,3710.0%$21.77
0
2024-Q3
Decreased
18,014
-7.7%
$359,0240.0%$19.67
0

Other major holders of WTAI: LPL Financial LLC, AMERIPRISE FINANCIAL INC

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