Creative Planning

Position in DLS — WisdomTree International SmallCap Dividend Fund

CIK 1540235 OVERLAND PARK, KS

All Filings in DLS

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 DLS	$3,289,584	40,363	+2.3%	Shares	Sole	2026-05-12
2025-12-31 DLS	$3,195,925	39,451	+6.0%	Shares	Sole	2026-02-17
2025-09-30 DLS	$2,959,839	37,226	-10.7%	Shares	Sole	2025-11-14
2025-06-30 DLS	$3,131,410	41,691	-9.2%	Shares	Defined	2025-08-08
2025-03-31 DLS	$3,029,400	45,900	-1.7%	Shares	Sole	2025-05-15
2024-12-31 DLS	$2,939,575	46,697	+0.8%	Shares	Defined	2025-02-14
2024-09-30 DLS	$3,197,498	46,307	+2.0%	Shares	Defined	2024-10-11
2024-06-30 DLS	$2,881,254	45,417	-0.7%	Shares	Sole	2024-08-15
2024-03-31 DLS	$2,981,791	45,726	-5.8%	Shares	Defined	2024-05-13
2023-12-31 DLS	$3,099,533	48,544	+1.5%	Shares	Defined	2024-02-14
2023-09-30 DLS	$2,747,410	47,806	-1.1%	Shares	Defined	2023-11-16
2023-06-30 DLS	$2,874,830	48,349	+0.0%	Shares	Defined	2023-07-21
2023-03-31 DLS	$2,946,021	48,343	-1.4%	Shares	Sole	2023-05-15
2022-12-31 DLS	$2,842,938	49,050	+43.0%	Shares	Sole	2023-02-10
2022-09-30 DLS	$1,764,546	34,303	-28.5%	Shares	Sole	2022-11-03
2022-06-30 DLS	$2,802,006	47,996	+23.4%	Shares	Sole	2022-08-15
2022-03-31 DLS	$2,668,929	38,883	-0.4%	Shares	Sole	2022-05-16
2021-12-31 DLS	$2,874,633	39,031	+0.2%	Shares	Sole	2022-02-11
2021-09-30 DLS	$2,892,761	38,965	+2.8%	Shares	Sole	2021-11-10
2021-06-30 DLS	$2,829,326	37,886	-15.8%	Shares	Sole	2021-08-04
2021-03-31 DLS	$3,250,133	44,997	+8.0%	Shares	Sole	2021-04-30
2020-12-31 DLS	$2,836,781	41,650	+0.6%	Shares	Sole	2021-01-29
2020-09-30 DLS	$2,480,698	41,414	+11.1%	Shares	Sole	2020-11-05
2020-06-30 DLS	$2,073,886	37,280	+65.9%	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.