Creative Planning Wisdomtree Tr U.S Largecap Div Transaction History

Creative Planning

  • $129 Billion
  • Q3 2025

A detailed history of Creative Planning transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Creative Planning holds 1,404,483 shares of DLN stock, worth $122 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,404,483
Previous 1,412,192 0.55%
Holding current value
$122 Million
Previous $116 Million 5.38%
% of portfolio
0.09%
Previous 0.1%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$82.42 - $87.03 $635,375 - $670,914
-7,709 Reduced 0.55%
1,404,483 $122 Million
Q2 2025

Aug 08, 2025
BUY
$70.7 - $82.14 $1.97 Million - $2.29 Million
27,895 Added 2.02%
1,412,192 $116 Million
Q1 2025

May 15, 2025
SELL
$76.77 - $82.22 $147,935 - $158,437
-1,927 Reduced 0.14%
1,384,297 $110 Million
Q4 2024

Feb 14, 2025
SELL
$77.23 - $82.11 $2.44 Million - $2.6 Million
-31,618 Reduced 2.23%
1,386,224 $108 Million
Q3 2024

Oct 11, 2024
SELL
$71.86 - $78.56 $788,591 - $862,117
-10,974 Reduced 0.77%
1,417,842 $111 Million
Q2 2024

Aug 15, 2024
SELL
$68.68 - $73.31 $2.2 Million - $2.34 Million
-31,984 Reduced 2.19%
1,428,816 $104 Million
Q1 2024

May 10, 2024
SELL
$65.84 - $72.19 $1.43 Million - $1.57 Million
-21,759 Reduced 1.47%
1,460,800 $105 Million
Q4 2023

Feb 14, 2024
SELL
$58.89 - $66.53 $4.99 Million - $5.64 Million
-84,766 Reduced 5.41%
1,482,559 $98.4 Million
Q3 2023

Nov 16, 2023
SELL
$61.47 - $65.66 $1.14 Million - $1.22 Million
-18,603 Reduced 1.17%
1,567,325 $96.4 Million
Q2 2023

Jul 21, 2023
BUY
$60.35 - $63.6 $9.37 Million - $9.88 Million
155,291 Added 10.85%
1,585,928 $101 Million
Q1 2023

May 15, 2023
SELL
$59.37 - $64.16 $641,789 - $693,569
-10,810 Reduced 0.75%
1,430,637 $88.5 Million
Q4 2022

Feb 10, 2023
BUY
$55.78 - $64.63 $283,864 - $328,902
5,089 Added 0.35%
1,441,447 $89.3 Million
Q3 2022

Nov 03, 2022
BUY
$55.26 - $64.34 $5.56 Million - $6.47 Million
100,568 Added 7.53%
1,436,358 $79.4 Million
Q2 2022

Aug 15, 2022
BUY
$57.22 - $66.91 $13.1 Million - $15.3 Million
228,697 Added 20.66%
1,335,790 $78.9 Million
Q1 2022

May 16, 2022
BUY
$62.31 - $66.73 $3.61 Million - $3.87 Million
57,977 Added 5.53%
1,107,093 $72.8 Million
Q4 2021

Feb 11, 2022
BUY
$59.87 - $66.15 $30.5 Million - $33.7 Million
509,652 Added 94.47%
1,049,116 $69.3 Million
Q3 2021

Nov 10, 2021
BUY
$59.65 - $63.08 $1.8 Million - $1.91 Million
30,203 Added 5.93%
539,464 $64.4 Million
Q2 2021

Aug 04, 2021
SELL
$57.63 - $60.69 $2.92 Million - $3.08 Million
-50,694 Reduced 9.05%
509,261 $61.3 Million
Q1 2021

Apr 30, 2021
BUY
$53.02 - $57.62 $1.62 Million - $1.76 Million
30,618 Added 5.78%
559,955 $64.2 Million
Q4 2020

Jan 29, 2021
SELL
$46.78 - $53.75 $805,317 - $925,306
-17,215 Reduced 3.15%
529,337 $56.9 Million
Q3 2020

Nov 05, 2020
BUY
$46.22 - $51.04 $619,532 - $684,140
13,404 Added 2.51%
546,552 $53 Million
Q2 2020

Jul 23, 2020
BUY
$38.73 - $49.8 $3.03 Million - $3.9 Million
78,240 Added 17.2%
533,148 $49.5 Million
Q1 2020

May 05, 2020
BUY
$34.67 - $54.17 $6.61 Million - $10.3 Million
190,592 Added 72.11%
454,908 $36.8 Million
Q4 2019

Jan 30, 2020
BUY
$47.98 - $53.05 $1.25 Million - $1.39 Million
26,149 Added 10.98%
264,316 $28 Million
Q3 2019

Nov 01, 2019
BUY
$49.16 - $49.83 $416,041 - $421,711
8,463 Added 3.68%
238,167 $23.6 Million
Q2 2019

Jul 26, 2019
BUY
N/A
2,379 Added 1.05%
229,704 $22.3 Million
Q1 2019

Apr 24, 2019
BUY
N/A
38,196 Added 20.2%
227,325 $21.4 Million
Q4 2018

Feb 01, 2019
BUY
N/A
22,335 Added 13.39%
189,129 $16 Million
Q3 2018

Oct 25, 2018
SELL
N/A
-2,682 Reduced 1.58%
166,794 $15.9 Million
Q2 2018

Jul 20, 2018
BUY
N/A
21,789 Added 14.75%
169,476 $15.2 Million
Q1 2018

Apr 18, 2018
BUY
N/A
27,276 Added 22.65%
147,687 $13.1 Million
Q4 2017

Jan 17, 2018
SELL
N/A
-1,286 Reduced 1.06%
120,411 $11.1 Million
Q3 2017

Oct 17, 2017
BUY
N/A
121,697
121,697 $10.6 Million

Others Institutions Holding DLN

# of Institutions
480
Shares Held
43.6M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S LARGECAP DIV

DLN Quotes by TradingView
  • Ticker DLN
  • Sector ETFs
  • Industry ETFs
More about DLN
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email