Creative Planning
Position in DGRS — WisdomTree U.S. SmallCap Quality Dividend Growth Fund
CIK 1540235
OVERLAND PARK, KS
All Filings in DGRS
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 DGRS | $711,252 | 13,430 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 DGRS | $673,492 | 13,573 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 DGRS | $702,918 | 14,064 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 DGRS | $758,439 | 16,293 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 DGRS | $718,239 | 15,446 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 DGRS | $810,356 | 15,818 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 DGRS | $849,575 | 16,487 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 DGRS | $776,419 | 16,481 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 DGRS | $822,783 | 16,575 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 DGRS | $798,367 | 16,829 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 DGRS | $638,280 | 15,496 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 DGRS | $696,106 | 16,406 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 DGRS | $716,292 | 17,231 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 DGRS | $698,849 | 17,380 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 DGRS | $729,749 | 20,299 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 DGRS | $812,613 | 20,474 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 DGRS | $926,043 | 20,754 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 DGRS | $987,747 | 20,751 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 DGRS | $938,957 | 21,162 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 DGRS | $981,539 | 21,122 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 DGRS | $972,042 | 21,113 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 DGRS | $795,627 | 20,117 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 DGRS | $663,519 | 21,613 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||