Creative Planning
DES icon

Creative Planning’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Creative Planning’s Portfolio DES Stock Details DES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-1,500
Closed -$1K – 4242
2014
Q4 		$1K Buy
+1,500
New +$34.3K ﹤0.01% 3957

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Creative Planning's DES Position: Q1 2026 in Review

Creative Planning reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 1.1% in Q1 2026, selling an estimated $552K and leaving 1,347,290 shares worth $48.4M. The position accounts for 0.03% of the portfolio, ranked #225.

Creative Planning first reported a position in DES in Q2 2013 and has held it in 52 quarters since. The position peaked at $51.5M in Q3 2024. 350 funds tracked by Wall St. Rank hold DES as of Q1 2026.

  • Creative Planning held 1,347,290 shares of WisdomTree US SmallCap Dividend Fund worth $48.4M as of Q1 2026.
  • Creative Planning sold 15,324 WisdomTree US SmallCap Dividend Fund shares in Q1 2026, an estimated $552K.
  • WisdomTree US SmallCap Dividend Fund made up 0.03% of Creative Planning's portfolio in Q1 2026, its #225 holding.
  • Creative Planning first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2013 and has held it in 52 quarters since.
  • Creative Planning's WisdomTree US SmallCap Dividend Fund position peaked at $51.5M in Q3 2024.
  • 350 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.