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Creative Planning
Creative Planning
WTPI7 quarters
Position history for Creative Planning's holdings in WISDOMTREE TR
Creative Planning holds 38,434 shares of WTPI (WISDOMTREE TR), worth $1.3M as of 2026-Q2. The position was increased (+11.8% shares). WTPI represents 0.0% of Creative Planning's portfolio.
Current Value
$1.3M
Current Shares
38,434
Total Value Change
+$804,758
Total Shares Change
+24,617
Quarter-by-Quarter History
Other major holders of WTPI: LPL Financial LLC, MORGAN STANLEY