Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $116M | Buy |
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|
2025
Q1 | $110M | Sell |
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|
2024
Q4 | $108M | Sell |
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|
2024
Q3 | $111M | Sell |
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|
2024
Q2 | $104M | Sell |
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|
2024
Q1 | $105M | Sell |
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|
2023
Q4 | $98.4M | Sell |
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|
2023
Q3 | $96.4M | Sell |
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|
2023
Q2 | $101M | Buy |
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|
2023
Q1 | $88.5M | Sell |
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|
2022
Q4 | $89.3M | Buy |
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|
2022
Q3 | $79.4M | Buy |
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|
2022
Q2 | $78.9M | Buy |
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|
2022
Q1 | $72.8M | Buy |
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|
2021
Q4 | $69.3M | Sell |
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|
2021
Q3 | $64.4M | Buy |
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|
2021
Q2 | $61.3M | Sell |
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|
2021
Q1 | $64.2M | Buy |
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|
2020
Q4 | $56.9M | Sell |
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|
2020
Q3 | $53M | Buy |
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|
2020
Q2 | $49.5M | Buy |
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|
2020
Q1 | $36.8M | Buy |
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|
2019
Q4 | $28M | Buy |
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|
2019
Q3 | $23.6M | Buy |
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|
2019
Q2 | $22.3M | Buy |
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|
2019
Q1 | $21.4M | Buy |
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|
2018
Q4 | $16M | Buy |
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|
2018
Q3 | $15.9M | Sell |
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|
2018
Q2 | $15.2M | Buy |
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|
2018
Q1 | $13.1M | Buy |
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|
2017
Q4 | $11.1M | Sell |
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|
2017
Q3 | $10.6M | Buy |
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|
2017
Q2 | $9.95M | Sell |
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|
2017
Q1 | $10.1M | Buy |
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|
2016
Q4 | $9.53M | Sell |
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|
2016
Q3 | $9.24M | Buy |
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|
2016
Q2 | $9.07M | Sell |
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|
2016
Q1 | $9.1M | Sell |
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|
2015
Q4 | $9.29M | Sell |
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|
2015
Q3 | $9.22M | Buy |
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|
2015
Q2 | $9.25M | Buy |
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|
2015
Q1 | $8.91M | Sell |
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|
2014
Q4 | $9.13M | Buy |
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|
2014
Q3 | $5.04M | Buy |
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|
2014
Q2 | $4.63M | Sell |
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|
2014
Q1 | $4.69M | Buy |
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|
2013
Q4 | $4.39M | Buy |
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|
2013
Q3 | $3.27M | Buy |
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|
2013
Q2 | $2.65M | Buy |
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