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WisdomTree SmallCap Dividend Fund shares owned by Creative Planning

Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Dividend Fund held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Creative Planning

Quarter filed Position value Share count Share price at filing
2012-12-31 $925k 18k 50.93
2012-09-30 $806k 16k 50.54
2012-06-30 $597k 12k 48.28
2011-12-31 $210k 4.7k 44.98

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

Top funds holding WisdomTree SmallCap Dividend Fund

LPL Financial
Bank of America Corporation
UBS Group
Creative Planning
M^T Bank Corporation
Royal Bank of Canada
Wells Fargo & Company
Ameriprise Financial
Envestnet Asset Management
Keybank National Association
Huntington National Bank
Raymond James Financial Services Advisors
Stifel Financial
Raymond James & Associates
Mercer Global Advisors

View all funds holding WisdomTree SmallCap Dividend Fund