Wisdomtree Tr shares owned by Creative Planning
Quarter-by-quarter ownership of Wisdomtree Tr (XC) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Wisdomtree Tr
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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 | $916k | 26k | 34.63 |
| 2025-06-30 | $893k | 26k | 34.42 |
| 2025-03-31 | $823k | 28k | 29.71 |
| 2024-12-31 | $824k | 27k | 30.74 |
| 2024-09-30 | $862k | 26k | 32.98 |
| 2024-06-30 | $845k | 26k | 32.10 |
| 2024-03-31 | $849k | 28k | 30.69 |
| 2023-12-31 | $830k | 28k | 29.56 |
| 2023-09-30 | $736k | 28k | 26.18 |