Creative Planning
DLN icon

Creative Planning’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Creative Planning’s Portfolio DLN Stock Details DLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$122M Sell
1,367,740
-18,204
-1% -$1.65M 0.08% 107
2025
Q4 		$122M Sell
1,385,944
-18,539
-1% -$1.62M 0.09% 98
2025
Q3 		$122M Sell
1,404,483
-7,709
-0.5% -$652K 0.09% 94
2025
Q2 		$116M Buy
1,412,192
+27,895
+2% +$2.18M 0.1% 91
2025
Q1 		$110M Sell
1,384,297
-1,927
-0.1% -$154K 0.1% 94
2024
Q4 		$108M Sell
1,386,224
-31,618
-2% -$2.52M 0.1% 89
2024
Q3 		$111M Sell
1,417,842
-10,974
-0.8% -$828K 0.11% 84
2024
Q2 		$104M Sell
1,428,816
-31,984
-2% -$2.28M 0.11% 86
2024
Q1 		$105M Sell
1,460,800
-21,759
-1% -$1.49M 0.12% 78
2023
Q4 		$98.4M Sell
1,482,559
-84,766
-5% -$5.33M 0.18% 75
2023
Q3 		$96.4M Sell
1,567,325
-18,603
-1% -$1.19M 0.13% 77
2023
Q2 		$101M Buy
1,585,928
+155,291
+11% +$9.63M 0.13% 75
2023
Q1 		$88.5M Sell
1,430,637
-10,810
-0.7% -$671K 0.13% 81
2022
Q4 		$89.3M Buy
1,441,447
+5,089
+0.4% +$311K 0.13% 77
2022
Q3 		$79.4M Buy
1,436,358
+100,568
+8% +$6.1M 0.14% 68
2022
Q2 		$78.9M Buy
1,335,790
+228,697
+21% +$14.4M 0.13% 74
2022
Q1 		$72.8M Buy
1,107,093
+57,977
+6% +$3.75M 0.11% 77
2021
Q4 		$69.3M Sell
1,049,116
-29,812
-3% -$1.89M 0.11% 73
2021
Q3 		$64.4M Buy
1,078,928
+60,406
+6% +$3.72M 0.11% 72
2021
Q2 		$61.3M Sell
1,018,522
-101,388
-9% -$6.04M 0.11% 76
2021
Q1 		$64.2M Buy
1,119,910
+61,236
+6% +$3.37M 0.13% 72
2020
Q4 		$56.9M Sell
1,058,674
-34,430
-3% -$1.76M 0.13% 72
2020
Q3 		$53M Buy
1,093,104
+26,808
+3% +$1.3M 0.14% 67
2020
Q2 		$49.5M Buy
1,066,296
+156,480
+17% +$7.04M 0.14% 67
2020
Q1 		$36.8M Buy
909,816
+381,184
+72% +$18.7M 0.13% 68
2019
Q4 		$28M Buy
528,632
+52,298
+11% +$2.67M 0.08% 95
2019
Q3 		$23.6M Buy
476,334
+16,926
+4% +$825K 0.08% 105
2019
Q2 		$22.3M Buy
459,408
+4,758
+1% +$227K 0.07% 108
2019
Q1 		$21.4M Buy
454,650
+76,392
+20% +$3.48M 0.08% 98
2018
Q4 		$16M Buy
378,258
+44,670
+13% +$2.02M 0.07% 113
2018
Q3 		$15.9M Sell
333,588
-5,364
-2% -$252K 0.06% 124
2018
Q2 		$15.2M Buy
338,952
+43,578
+15% +$1.96M 0.06% 119
2018
Q1 		$13.1M Buy
295,374
+54,552
+23% +$2.51M 0.05% 124
2017
Q4 		$11.1M Sell
240,822
-2,572
-1% -$115K 0.05% 136
2017
Q3 		$10.6M Buy
243,394
+6,836
+3% +$291K 0.05% 138
2017
Q2 		$9.95M Sell
236,558
-6,200
-3% -$259K 0.05% 139
2017
Q1 		$10.1M Buy
242,758
+4,188
+2% +$172K 0.06% 133
2016
Q4 		$9.53M Sell
238,570
-1,392
-0.6% -$54K 0.06% 131
2016
Q3 		$9.24M Buy
239,962
+510
+0.2% +$19.7K 0.06% 125
2016
Q2 		$9.07M Sell
239,452
-8,582
-3% -$318K 0.07% 111
2016
Q1 		$9.1M Sell
248,034
-13,056
-5% -$453K 0.07% 106
2015
Q4 		$9.29M Sell
261,090
-12,864
-5% -$461K 0.08% 107
2015
Q3 		$9.22M Buy
273,954
+18,772
+7% +$663K 0.08% 103
2015
Q2 		$9.25M Buy
255,182
+12,074
+5% +$449K 0.08% 102
2015
Q1 		$8.91M Sell
243,108
-3,164
-1% -$117K 0.08% 101
2014
Q4 		$9.13M Buy
246,272
+104,684
+74% +$3.8M 0.1% 101
2014
Q3 		$5.04M Buy
141,588
+10,800
+8% +$385K 0.06% 131
2014
Q2 		$4.63M Sell
130,788
-7,932
-6% -$274K 0.06% 127
2014
Q1 		$4.69M Buy
138,720
+6,774
+5% +$222K 0.07% 108
2013
Q4 		$4.39M Buy
131,946
+25,062
+23% +$806K 0.07% 105
2013
Q3 		$3.27M Buy
106,884
+18,340
+21% +$566K 0.06% 105
2013
Q2 		$2.65M Buy
+88,544
New +$2.67M 0.06% 106

Other funds holding DLN

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return

Creative Planning's DLN Position: Q1 2026 in Review

Creative Planning reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 1.3% in Q1 2026, selling an estimated $1.65M and leaving 1,367,740 shares worth $122M. The position accounts for 0.08% of the portfolio, ranked #107.

Creative Planning first reported a position in DLN in Q2 2013 and has held it in 52 quarters since. The position peaked at $122M in Q3 2025. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

  • Creative Planning held 1,367,740 shares of WisdomTree US LargeCap Dividend Fund worth $122M as of Q1 2026.
  • Creative Planning sold 18,204 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $1.65M.
  • WisdomTree US LargeCap Dividend Fund made up 0.08% of Creative Planning's portfolio in Q1 2026, its #107 holding.
  • Creative Planning first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2013 and has held it in 52 quarters since.
  • Creative Planning's WisdomTree US LargeCap Dividend Fund position peaked at $122M in Q3 2025.
  • 465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

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