Creative Planning

Position in DOL — WisdomTree True Developed International Fund

CIK 1540235 OVERLAND PARK, KS

All Filings in DOL

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 DOL	$183,364,269	2,696,930	+1.2%	Shares	Defined	2026-05-12
2025-12-31 DOL	$175,406,356	2,663,726	-0.7%	Shares	Sole	2026-02-17
2025-09-30 DOL	$167,027,892	2,683,179	+0.3%	Shares	Defined	2025-11-14
2025-06-30 DOL	$159,292,681	2,674,042	-0.7%	Shares	Defined	2025-08-08
2025-03-31 DOL	$148,367,831	2,694,168	-1.1%	Shares	Sole	2025-05-15
2024-12-31 DOL	$134,622,400	2,722,945	+0.0%	Shares	Defined	2025-02-14
2024-09-30 DOL	$146,929,870	2,722,436	-2.8%	Shares	Defined	2024-10-11
2024-06-30 DOL	$142,067,361	2,801,013	+0.8%	Shares	Defined	2024-08-15
2024-03-31 DOL	$143,691,074	2,778,787	-3.8%	Shares	Defined	2024-05-13
2023-12-31 DOL	$142,288,937	2,888,529	-1.5%	Shares	Defined	2024-02-14
2023-09-30 DOL	$133,842,966	2,933,866	-4.3%	Shares	Defined	2023-11-16
2023-06-30 DOL	$144,560,719	3,064,675	+6.1%	Shares	Defined	2023-07-21
2023-03-31 DOL	$134,946,374	2,889,644	-3.4%	Shares	Sole	2023-05-15
2022-12-31 DOL	$131,638,927	2,991,114	+3.2%	Shares	Sole	2023-02-10
2022-09-30 DOL	$108,488,213	2,899,204	+9.8%	Shares	Sole	2022-11-03
2022-06-30 DOL	$110,448,897	2,639,792	+5.1%	Shares	Sole	2022-08-15
2022-03-31 DOL	$122,117,847	2,512,196	+8.0%	Shares	Sole	2022-05-16
2021-12-31 DOL	$114,881,659	2,325,069	+3.2%	Shares	Sole	2022-02-11
2021-09-30 DOL	$107,145,033	2,253,787	+9.3%	Shares	Sole	2021-11-10
2021-06-30 DOL	$101,734,482	2,061,489	-8.7%	Shares	Sole	2021-08-04
2021-03-31 DOL	$106,898,496	2,258,578	-0.1%	Shares	Sole	2021-04-30
2020-12-31 DOL	$103,841,942	2,260,874	-12.0%	Shares	Sole	2021-01-29
2020-09-30 DOL	$106,172,731	2,569,524	-9.2%	Shares	Sole	2020-11-05
2020-06-30 DOL	$115,543,394	2,831,252	+1.7%	Shares	Sole	2020-07-23
2020-03-31 DOL	$102,803,776	2,783,747	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.