Position
Creative Planning in WisdomTree, Inc.
Back to the book · All holders of WT
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark $278.9K$12.19 → $14.56
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 117.7K | $1.43M | — | — | — | 0.0% |
| Q1 2026 | 142.8K | $2.08M | $14.56 | $278.9K | $365.3K | 0.0% |