WISDOMTREE INVTS INC

Ticker: WT CUSIP: 97717P104 Class: EQTY

Creative Planning's Holding History (CIK: 0001540235)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 117,674 Value ($000) $1,434 Avg Close $12.08 Range $10.69 - $14.09
Q3 2025
Shares 130,696 Value ($000) $1,817 Avg Close $13.36 Range $11.42 - $14.96
Q2 2025
Shares 118,563 Value ($000) $1,365 Avg Close $9.36 Range $7.47 - $11.60
Q1 2025
Shares 113,254 Value ($000) $1,010 Avg Close $9.32 Range $8.19 - $10.29
Q4 2024
Shares 101,583 Value ($000) $1,067 Avg Close $10.83 Range $9.62 - $12.45
Q2 2017
Shares 101 Value ($000) $1 Avg Close $9.23 Range $7.87 - $10.53
Q1 2017
Shares 259 Value ($000) $2 Avg Close $9.67 Range $8.30 - $12.33
Q4 2016
Shares 3,210 Value ($000) $36 Avg Close $10.43 Range $8.00 - $13.32
Q3 2016
Shares 8,611 Value ($000) $89 Avg Close $10.42 Range $9.03 - $12.07
Q2 2016
Shares 4,601 Value ($000) $45 Avg Close $11.03 Range $8.70 - $13.13
Q1 2016
Shares 5,535 Value ($000) $63 Avg Close $12.00 Range $9.75 - $15.63
Q4 2015
Shares 5,011 Value ($000) $79 Avg Close $18.36 Range $14.68 - $22.33
Q3 2015
Shares 5,460 Value ($000) $88 Avg Close $21.05 Range $15.25 - $26.23
Q1 2015
Shares 4,411 Value ($000) $95 Avg Close $18.67 Range $14.09 - $22.60
Q4 2014
Shares 4,793 Value ($000) $75 Avg Close $13.91 Range $9.57 - $16.71
Q3 2014
Shares 4,280 Value ($000) $49 Avg Close $11.38 Range $9.63 - $12.95
Q2 2014
Shares 730 Value ($000) $9 Avg Close $11.31 Range $9.11 - $13.66
Q1 2014
Shares 700 Value ($000) $9 Avg Close $15.27 Range $12.34 - $18.50
Q4 2013
Shares 2,300 Value ($000) $41 Avg Close $14.23 Range $10.62 - $18.08
Q2 2013
Shares 200 Value ($000) $2 Avg Close $11.69 Range $9.83 - $14.13