Wisdomtree Tr shares owned by Creative Planning
Quarter-by-quarter ownership of Wisdomtree Tr (WTAI) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Wisdomtree Tr
Tip: Access up to 7 years of quarterly data
All positions including Wisdomtree Tr held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Wisdomtree Tr by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $563k | 20k | 28.56 |
| 2025-06-30 | $447k | 18k | 24.56 |
| 2025-03-31 | $325k | 17k | 19.00 |
| 2024-12-31 | $371k | 17k | 22.00 |
| 2024-09-30 | $359k | 18k | 19.93 |
| 2024-06-30 | $408k | 20k | 20.89 |
| 2024-03-31 | $296k | 14k | 20.77 |