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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
2023-12-31 $830k 28k 29.56
2023-09-30 $736k 28k 26.18

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View all positions for Creative Planning

Top funds holding Wisdomtree Tr

Legacy Financial Advisors
Chicago Partners Investment
Jane Street
Citadel Advisors
Creative Planning
Dynamic Advisors Solutions
Royal Bank of Canada
Cherry Tree Wealth Management
Hanson McClain Advisors

View all funds holding Wisdomtree Tr