Creative Planning
Position in DLS — WisdomTree International SmallCap Dividend Fund
CIK 1540235
OVERLAND PARK, KS
All Filings in DLS
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-06-30 DLS | $2,881,254 | 45,417 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 DLS | $2,981,791 | 45,726 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 DLS | $3,099,533 | 48,544 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 DLS | $2,747,410 | 47,806 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 DLS | $2,874,830 | 48,349 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 DLS | $2,946,021 | 48,343 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 DLS | $2,842,938 | 49,050 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 DLS | $1,764,546 | 34,303 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 DLS | $2,802,006 | 47,996 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 DLS | $2,668,929 | 38,883 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 DLS | $2,874,633 | 39,031 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 DLS | $2,892,761 | 38,965 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 DLS | $2,829,326 | 37,886 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 DLS | $3,250,133 | 44,997 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 DLS | $2,836,781 | 41,650 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 DLS | $2,480,698 | 41,414 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 DLS | $2,073,886 | 37,280 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 DLS | $1,079,875 | 22,474 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||