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DLNDLN
31 quarters

Position history for Creative PlanningCreative Planning's holdings in WISDOMTREE US LARGECAP DIVID

Creative Planning holds 1.3M shares of DLN (WISDOMTREE US LARGECAP DIVID), worth $129M as of 2026-Q2. The position was decreased (-2.1% shares). DLN represents 0.1% of Creative Planning's portfolio.

Current Value

$129M

Current Shares

1.3M

Total Value Change

+$113M

Total Shares Change

+1.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.3M
-2.1%
$129M0.1%$96.22
0
2026-Q1
Decreased
1.4M
-1.3%
$122.2M0.1%$88.81
0
2025-Q4
Decreased
1.4M
-1.3%
$122.1M0.1%$87.21
0
2025-Q3
Decreased
1.4M
-0.6%
$122.2M0.1%$85.70
0
2025-Q2
Increased
1.4M
+2.0%
$116M0.1%$80.50
31
2025-Q1
Decreased
1.4M
-0.1%
$109.9M0.1%$77.34
0
2024-Q4
Decreased
1.4M
-2.2%
$107.8M0.1%$75.48
0
2024-Q3
Decreased
1.4M
-0.8%
$111.4M0.1%$75.82
0
2024-Q2
Decreased
1.4M
-2.2%
$103.9M0.1%$69.85
0
2024-Q1
Decreased
1.5M
-1.5%
$105.5M0.1%$68.91
0
2023-Q4
Decreased
1.5M
-5.4%
$98.4M0.2%$63.08
0
2023-Q3
Decreased
1.6M
-1.2%
$96.4M0.1%$58.01
0
2023-Q2
Increased
1.6M
+10.8%
$100.9M0.1%$59.77
40
2023-Q1
Decreased
1.4M
-0.8%
$88.5M0.1%$57.77
0
2022-Q4
Increased
1.4M
+0.3%
$89.3M0.1%$57.51
36
2022-Q3
Increased
1.4M
+7.5%
$79.4M0.1%$50.93
38
2022-Q2
Increased
1.3M
+20.7%
$78.9M0.1%$54.09
42
2022-Q1
Increased
1.1M
+5.5%
$72.8M0.1%$59.74
37
2021-Q4
Increased
1M
+94.5%
$69.3M0.1%$59.77
56
2021-Q3
Increased
539,464
+5.9%
$64.4M0.1%$53.64
37
2021-Q2
Decreased
509,261
-9.1%
$61.3M0.1%$53.80
0
2021-Q1
Increased
559,955
+5.8%
$64.2M0.1%$51.00
37
2020-Q4
Decreased
529,337
-3.1%
$56.9M0.1%$47.59
0
2020-Q3
Increased
546,552
+2.5%
$53M0.1%$42.59
36
2020-Q2
Increased
533,148
+17.2%
$49.5M0.1%$40.51
41
2020-Q1
Increased
454,908
+72.1%
$36.8M0.1%$35.03
52
2019-Q4
Increased
264,316
+11.0%
$28M0.1%$45.50
32
2019-Q3
Increased
238,167
+3.7%
$23.6M0.1%$42.25
30
2019-Q2
Increased
229,704
+1.1%
$22.3M0.1%$41.05
29
2019-Q1
Increased
227,325
+20.2%
$21.4M0.1%$39.64
34
2018-Q4
New
189,129
-
$16M0.1%$35.30
39

Other major holders of DLN: Steward Partners Investment Advisory, LLC, LPL Financial LLC, Focus Partners Wealth, PNC FINANCIAL SERVICES GROUP, INC.

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