Creative Planning

Position in EES — WisdomTree U.S. SmallCap Fund

CIK 1540235 OVERLAND PARK, KS

All Filings in EES

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2025-03-31 EES	$1,273,112	26,067	+4.5%	Shares	Sole	2025-05-15
2024-12-31 EES	$1,345,209	24,939	0.0%	Shares	Sole	2025-02-14
2024-09-30 EES	$1,315,532	24,939	0.0%	Shares	Sole	2024-10-11
2024-06-30 EES	$1,175,375	24,939	0.0%	Shares	Sole	2024-08-15
2024-03-31 EES	$1,249,942	24,939	0.0%	Shares	Sole	2024-05-13
2023-12-31 EES	$1,242,460	24,939	+11.5%	Shares	Sole	2024-02-14
2023-09-30 EES	$967,776	22,366	-1.6%	Shares	Sole	2023-11-16
2023-06-30 EES	$1,018,396	22,727	0.0%	Shares	Sole	2023-07-21
2023-03-31 EES	$982,260	22,727	+0.0%	Shares	Sole	2023-05-15
2022-12-31 EES	$967,900	22,726	+0.0%	Shares	Sole	2023-02-10
2022-09-30 EES	$890,138	22,725	0.0%	Shares	Sole	2022-11-03
2022-06-30 EES	$934,452	22,725	-31.9%	Shares	Sole	2022-08-15
2022-03-31 EES	$1,600,137	33,364	-5.0%	Shares	Sole	2022-05-16
2021-12-31 EES	$1,805,322	35,123	-0.1%	Shares	Sole	2022-02-11
2021-09-30 EES	$1,698,509	35,144	+52.2%	Shares	Sole	2021-11-10
2021-06-30 EES	$1,140,464	23,091	-35.7%	Shares	Sole	2021-08-04
2021-03-31 EES	$1,700,657	35,894	+4.1%	Shares	Sole	2021-04-30
2020-12-31 EES	$1,342,506	34,494	+2.7%	Shares	Sole	2021-01-29
2020-09-30 EES	$1,002,825	33,573	-23.5%	Shares	Sole	2020-11-05
2020-06-30 EES	$1,244,690	43,858	+27.2%	Shares	Sole	2020-07-23
2020-03-31 EES	$769,893	34,478	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.