Wisdomtree Us Smallcap Dividen mf shares owned by Creative Planning
Quarter-by-quarter ownership of Wisdomtree Us Smallcap Dividen mf (DGRS) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Wisdomtree Us Smallcap Dividen mf
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Quarterly reported holdings in Wisdomtree Us Smallcap Dividen mf by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $703k | 14k | 49.98 |
| 2025-06-30 | $758k | 16k | 46.55 |
| 2025-03-31 | $718k | 15k | 46.50 |
| 2024-12-31 | $810k | 16k | 51.23 |
| 2024-09-30 | $850k | 17k | 51.53 |
| 2024-06-30 | $776k | 17k | 47.11 |
| 2024-03-31 | $823k | 17k | 49.64 |
| 2023-12-31 | $798k | 17k | 47.44 |
| 2023-09-30 | $638k | 16k | 41.19 |
| 2023-06-30 | $696k | 16k | 42.43 |
| 2023-03-31 | $716k | 17k | 41.57 |
| 2022-12-31 | $699k | 17k | 40.21 |
| 2022-09-30 | $730k | 20k | 35.96 |
| 2022-06-30 | $813k | 21k | 39.71 |
| 2022-03-31 | $926k | 21k | 44.62 |
| 2021-12-31 | $988k | 21k | 47.61 |
| 2021-09-30 | $939k | 21k | 44.37 |
| 2021-06-30 | $982k | 21k | 46.49 |
| 2021-03-31 | $972k | 21k | 46.04 |
| 2020-12-31 | $796k | 20k | 39.57 |
| 2020-09-30 | $664k | 22k | 30.72 |
| 2019-12-31 | $227k | 6.0k | 37.71 |
| 2019-09-30 | $214k | 6.0k | 35.55 |
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