CREATIVE FINANCIAL DESIGNS INC /ADV
Position in DGRS — WisdomTree U.S. SmallCap Quality Dividend Growth Fund
CIK 819864
KOKOMO, IN
All Filings in DGRS
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-09-30 DGRS | $80,717 | 1,615 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 DGRS | $91,098 | 1,957 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 DGRS | $98,487 | 2,118 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 DGRS | $145,339 | 2,837 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 DGRS | $146,242 | 2,838 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 DGRS | $212,513 | 4,511 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 DGRS | $213,650 | 4,304 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 DGRS | $116,370 | 2,453 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 DGRS | $73,153 | 1,776 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 DGRS | $61,268 | 1,444 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 DGRS | $28,184 | 678 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 DGRS | $27,503 | 684 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 DGRS | $27,178 | 756 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 DGRS | $31,434 | 792 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 DGRS | $33,643 | 754 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 DGRS | $31,511 | 662 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 DGRS | $30,881 | 696 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 DGRS | $19,331 | 416 | Shares | Sole | 2021-07-27 | |
| No filing history on record for this holder in this stock. | ||||||