de Creative Planning WisdomTree US LargeCap Dividend Fund DLN Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 129 M | Vender |
1,339,092
-28,648
| -2% | -USD 2.71 M | 0.08% | 118 |
|
|
2026
Q1 | USD 122 M | Vender |
1,367,740
-18,204
| -1% | -USD 1.65 M | 0.08% | 107 |
|
|
2025
Q4 | USD 122 M | Vender |
1,385,944
-18,539
| -1% | -USD 1.62 M | 0.09% | 98 |
|
|
2025
Q3 | USD 122 M | Vender |
1,404,483
-7,709
| -0.5% | -USD 652 k | 0.09% | 94 |
|
|
2025
Q2 | USD 116 M | Comprar |
1,412,192
+27,895
| +2% | +USD 2.18 M | 0.1% | 91 |
|
|
2025
Q1 | USD 110 M | Vender |
1,384,297
-1,927
| -0.1% | -USD 154 k | 0.1% | 94 |
|
|
2024
Q4 | USD 108 M | Vender |
1,386,224
-31,618
| -2% | -USD 2.52 M | 0.1% | 89 |
|
|
2024
Q3 | USD 111 M | Vender |
1,417,842
-10,974
| -0.8% | -USD 828 k | 0.11% | 84 |
|
|
2024
Q2 | USD 104 M | Vender |
1,428,816
-31,984
| -2% | -USD 2.28 M | 0.11% | 86 |
|
|
2024
Q1 | USD 105 M | Vender |
1,460,800
-21,759
| -1% | -USD 1.49 M | 0.12% | 78 |
|
|
2023
Q4 | USD 98.4 M | Vender |
1,482,559
-84,766
| -5% | -USD 5.33 M | 0.18% | 75 |
|
|
2023
Q3 | USD 96.4 M | Vender |
1,567,325
-18,603
| -1% | -USD 1.19 M | 0.13% | 77 |
|
|
2023
Q2 | USD 101 M | Comprar |
1,585,928
+155,291
| +11% | +USD 9.6 M | 0.13% | 75 |
|
|
2023
Q1 | USD 88.5 M | Vender |
1,430,637
-10,810
| -0.7% | -USD 671 k | 0.13% | 81 |
|
|
2022
Q4 | USD 89.3 M | Comprar |
1,441,447
+5,089
| +0.4% | +USD 311 k | 0.13% | 77 |
|
|
2022
Q3 | USD 79.4 M | Comprar |
1,436,358
+100,568
| +8% | +USD 6.1 M | 0.14% | 68 |
|
|
2022
Q2 | USD 78.9 M | Comprar |
1,335,790
+228,697
| +21% | +USD 14.4 M | 0.13% | 74 |
|
|
2022
Q1 | USD 72.8 M | Comprar |
1,107,093
+57,977
| +6% | +USD 3.75 M | 0.11% | 77 |
|
|
2021
Q4 | USD 69.3 M | Vender |
1,049,116
-29,812
| -3% | -USD 1.89 M | 0.11% | 73 |
|
|
2021
Q3 | USD 64.4 M | Comprar |
1,078,928
+60,406
| +6% | +USD 3.72 M | 0.11% | 72 |
|
|
2021
Q2 | USD 61.3 M | Vender |
1,018,522
-101,388
| -9% | -USD 6.04 M | 0.11% | 76 |
|
|
2021
Q1 | USD 64.2 M | Comprar |
1,119,910
+61,236
| +6% | +USD 3.37 M | 0.13% | 72 |
|
|
2020
Q4 | USD 56.9 M | Vender |
1,058,674
-34,430
| -3% | -USD 1.76 M | 0.13% | 72 |
|
|
2020
Q3 | USD 53 M | Comprar |
1,093,104
+26,808
| +3% | +USD 1.3 M | 0.14% | 67 |
|
|
2020
Q2 | USD 49.5 M | Comprar |
1,066,296
+156,480
| +17% | +USD 7.04 M | 0.14% | 67 |
|
|
2020
Q1 | USD 36.8 M | Comprar |
909,816
+381,184
| +72% | +USD 18.7 M | 0.13% | 68 |
|
|
2019
Q4 | USD 28 M | Comprar |
528,632
+52,298
| +11% | +USD 2.67 M | 0.08% | 95 |
|
|
2019
Q3 | USD 23.6 M | Comprar |
476,334
+16,926
| +4% | +USD 825 k | 0.08% | 105 |
|
|
2019
Q2 | USD 22.3 M | Comprar |
459,408
+4,758
| +1% | +USD 227 k | 0.07% | 108 |
|
|
2019
Q1 | USD 21.4 M | Comprar |
454,650
+76,392
| +20% | +USD 3.48 M | 0.08% | 98 |
|
|
2018
Q4 | USD 16 M | Comprar |
378,258
+44,670
| +13% | +USD 2.02 M | 0.07% | 113 |
|
|
2018
Q3 | USD 15.9 M | Vender |
333,588
-5,364
| -2% | -USD 252 k | 0.06% | 124 |
|
|
2018
Q2 | USD 15.2 M | Comprar |
338,952
+43,578
| +15% | +USD 1.96 M | 0.06% | 119 |
|
|
2018
Q1 | USD 13.1 M | Comprar |
295,374
+54,552
| +23% | +USD 2.51 M | 0.05% | 124 |
|
|
2017
Q4 | USD 11.1 M | Vender |
240,822
-2,572
| -1% | -USD 115 k | 0.05% | 136 |
|
|
2017
Q3 | USD 10.6 M | Comprar |
243,394
+6,836
| +3% | +USD 291 k | 0.05% | 138 |
|
|
2017
Q2 | USD 9.9 M | Vender |
236,558
-6,200
| -3% | -USD 259 k | 0.05% | 139 |
|
|
2017
Q1 | USD 10.1 M | Comprar |
242,758
+4,188
| +2% | +USD 172 k | 0.06% | 133 |
|
|
2016
Q4 | USD 9.5 M | Vender |
238,570
-1,392
| -0.6% | -USD 54 k | 0.06% | 131 |
|
|
2016
Q3 | USD 9.24 M | Comprar |
239,962
+510
| +0.2% | +USD 19.7 k | 0.06% | 125 |
|
|
2016
Q2 | USD 9.07 M | Vender |
239,452
-8,582
| -3% | -USD 318 k | 0.07% | 111 |
|
|
2016
Q1 | USD 9.1 M | Vender |
248,034
-13,056
| -5% | -USD 453 k | 0.07% | 106 |
|
|
2015
Q4 | USD 9.29 M | Vender |
261,090
-12,864
| -5% | -USD 461 k | 0.08% | 107 |
|
|
2015
Q3 | USD 9.22 M | Comprar |
273,954
+18,772
| +7% | +USD 663 k | 0.08% | 103 |
|
|
2015
Q2 | USD 9.25 M | Comprar |
255,182
+12,074
| +5% | +USD 449 k | 0.08% | 102 |
|
|
2015
Q1 | USD 8.91 M | Vender |
243,108
-3,164
| -1% | -USD 117 k | 0.08% | 101 |
|
|
2014
Q4 | USD 9.13 M | Comprar |
246,272
+104,684
| +74% | +USD 3.8 M | 0.1% | 101 |
|
|
2014
Q3 | USD 5.04 M | Comprar |
141,588
+10,800
| +8% | +USD 385 k | 0.06% | 131 |
|
|
2014
Q2 | USD 4.63 M | Vender |
130,788
-7,932
| -6% | -USD 274 k | 0.06% | 127 |
|
|
2014
Q1 | USD 4.69 M | Comprar |
138,720
+6,774
| +5% | +USD 222 k | 0.07% | 108 |
|
|
2013
Q4 | USD 4.39 M | Comprar |
131,946
+25,062
| +23% | +USD 806 k | 0.07% | 105 |
|
|
2013
Q3 | USD 3.27 M | Comprar |
106,884
+18,340
| +21% | +USD 566 k | 0.06% | 105 |
|
|
2013
Q2 | USD 2.65 M | Comprar |
+88,544
| Nuevas | +USD 2.67 M | 0.06% | 106 |
|
Otros fondos que tienen DLN en su cartera
Posición de Creative Planning en DLN: resumen de T2 2026
Creative Planning redujo su participación en WisdomTree US LargeCap Dividend Fund (DLN) en 2.1% durante T2 2026, al vender acciones por un valor estimado de USD 2.71 M, y conservó 1,339,092 acciones valuadas en USD 129 M. La posición representa 0.08% de la cartera y ocupa el puesto #118.
Creative Planning reportó por primera vez una posición en DLN en T2 2013 y la ha mantenido durante 53 trimestres desde entonces. Al cierre de T2 2026, 481 fondos que sigue Wall St. Rank mantienen una posición en DLN.
- Al cierre de T2 2026, Creative Planning tenía 1,339,092 acciones de WisdomTree US LargeCap Dividend Fund con un valor de USD 129 M.
- Creative Planning vendió 28,648 acciones de WisdomTree US LargeCap Dividend Fund en T2 2026, por un valor estimado de USD 2.71 M.
- WisdomTree US LargeCap Dividend Fund representó 0.08% de la cartera de Creative Planning en T2 2026 y fue su posición número 118.
- Creative Planning reportó por primera vez una posición en WisdomTree US LargeCap Dividend Fund en T2 2013 y la ha mantenido durante 53 trimestres desde entonces.
- Al cierre de T2 2026, 481 fondos que sigue Wall St. Rank tenían WisdomTree US LargeCap Dividend Fund en cartera.
Según el Informe 13F de Creative Planning correspondiente a T2 2026, presentado el 13 ago 2026.