Creative Financial Designs’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $60.8K | Hold |
681
| – | – | ﹤0.01% | 842 |
|
|
2025
Q4 | $60K | Sell |
681
-42
| -6% | -$3.67K | ﹤0.01% | 804 |
|
|
2025
Q3 | $62.9K | Hold |
723
| – | – | ﹤0.01% | 779 |
|
|
2025
Q2 | $59.4K | Buy |
723
+35
| +5% | +$2.73K | ﹤0.01% | 811 |
|
|
2025
Q1 | $54.6K | Buy |
688
+263
| +62% | +$21K | ﹤0.01% | 802 |
|
|
2024
Q4 | $33.1K | Sell |
425
-47
| -10% | -$3.75K | ﹤0.01% | 922 |
|
|
2024
Q3 | $37.1K | Hold |
472
| – | – | ﹤0.01% | 873 |
|
|
2024
Q2 | $34.3K | Hold |
472
| – | – | ﹤0.01% | 864 |
|
|
2024
Q1 | $34.1K | Hold |
472
| – | – | ﹤0.01% | 834 |
|
|
2023
Q4 | $31.3K | Hold |
472
| – | – | ﹤0.01% | 798 |
|
|
2023
Q3 | $29K | Hold |
472
| – | – | ﹤0.01% | 766 |
|
|
2023
Q2 | $30K | Hold |
472
| – | – | ﹤0.01% | 760 |
|
|
2023
Q1 | $29.2K | Hold |
472
| – | – | ﹤0.01% | 714 |
|
|
2022
Q4 | $29.2K | Hold |
472
| – | – | ﹤0.01% | 674 |
|
|
2022
Q3 | $26K | Hold |
472
| – | – | ﹤0.01% | 674 |
|
|
2022
Q2 | $28K | Hold |
472
| – | – | ﹤0.01% | 658 |
|
|
2022
Q1 | $31K | Hold |
472
| – | – | ﹤0.01% | 667 |
|
|
2021
Q4 | $31K | Hold |
472
| – | – | ﹤0.01% | 664 |
|
|
2021
Q3 | $28K | Hold |
472
| – | – | ﹤0.01% | 772 |
|
|
2021
Q2 | $28K | Hold |
472
| – | – | ﹤0.01% | 768 |
|
|
2021
Q1 | $27K | Sell |
472
-60
| -11% | -$3.3K | 0.01% | 707 |
|
|
2020
Q4 | $29K | Hold |
532
| – | – | 0.01% | 630 |
|
|
2020
Q3 | $26K | Hold |
532
| – | – | 0.01% | 603 |
|
|
2020
Q2 | $25K | Hold |
532
| – | – | 0.01% | 556 |
|
|
2020
Q1 | $22K | Hold |
532
| – | – | 0.01% | 285 |
|
|
2019
Q4 | $28K | Hold |
532
| – | – | 0.01% | 299 |
|
|
2019
Q3 | $26K | Hold |
532
| – | – | 0.01% | 304 |
|
|
2019
Q2 | $26K | Hold |
532
| – | – | 0.01% | 289 |
|
|
2019
Q1 | $25K | Hold |
532
| – | – | 0.02% | 284 |
|
|
2018
Q4 | $22K | Hold |
532
| – | – | 0.02% | 263 |
|
|
2018
Q3 | $25K | Hold |
532
| – | – | 0.01% | 306 |
|
|
2018
Q2 | $24K | Hold |
532
| – | – | 0.01% | 330 |
|
|
2018
Q1 | $24K | Hold |
532
| – | – | 0.02% | 305 |
|
|
2017
Q4 | $25K | Sell |
532
-58
| -10% | -$2.6K | 0.02% | 283 |
|
|
2017
Q3 | $26K | Hold |
590
| – | – | 0.01% | 295 |
|
|
2017
Q2 | $25K | Sell |
590
-298
| -34% | -$12.5K | 0.02% | 293 |
|
|
2017
Q1 | $37K | Hold |
888
| – | – | 0.03% | 258 |
|
|
2016
Q4 | $35K | Buy |
+888
| New | +$34.4K | 0.03% | 260 |
|
Other funds holding DLN
GVAG
TC
Creative Financial Designs's DLN Position: Q1 2026 in Review
Creative Financial Designs held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q1 2026 at 681 shares worth $60.8K. The position accounts for ﹤0.01% of the portfolio, ranked #842.
Creative Financial Designs first reported a position in DLN in Q4 2016 and has held it in 38 quarters since. The position peaked at $62.9K in Q3 2025. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.
- Creative Financial Designs held 681 shares of WisdomTree US LargeCap Dividend Fund worth $60.8K as of Q1 2026.
- Creative Financial Designs left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q1 2026.
- WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #842 holding.
- Creative Financial Designs first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2016 and has held it in 38 quarters since.
- Creative Financial Designs's WisdomTree US LargeCap Dividend Fund position peaked at $62.9K in Q3 2025.
- 465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.
Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.