Citizens Financial Group’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Citizens Financial Group’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 Q2	$864K	Buy	8,965 +5,357	+148%	+$506K	0.01%	484
2026 Q1	$322K	Buy	3,608 +3	+0.1%	+$273	﹤0.01%	669
2025 Q4	$318K	Buy	3,605 +4	+0.1%	+$349	﹤0.01%	645
2025 Q3	$313K	Buy	3,601 +4	+0.1%	+$338	﹤0.01%	636
2025 Q2	$295K	Buy	3,597 +5	+0.1%	+$391	﹤0.01%	578
2025 Q1	$285K	Sell	3,592 -237	-6%	-$18.9K	0.01%	513
2024 Q4	$298K	Buy	3,829 +4	+0.1%	+$319	0.01%	482
2024 Q3	$300K	Buy	+3,825	New	+$289K	0.01%	465
2017 Q4	–	Sell	-810	Closed	-$35K	–	516
2017 Q3	$35K	Buy	+810	New	+$34.5K	﹤0.01%	352

Other funds holding DLN

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Citizens Financial Group's DLN Position: Q2 2026 in Review

Citizens Financial Group increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 148% in Q2 2026, buying an estimated $506K and bringing the position to 8,965 shares worth $864K. The position accounts for 0.01% of the portfolio, ranked #484.

Citizens Financial Group first reported a position in DLN in Q3 2017 and has held it in 9 quarters since. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Citizens Financial Group held 8,965 shares of WisdomTree US LargeCap Dividend Fund worth $864K as of Q2 2026.
Citizens Financial Group bought 5,357 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $506K.
WisdomTree US LargeCap Dividend Fund made up 0.01% of Citizens Financial Group's portfolio in Q2 2026, its #484 holding.
Citizens Financial Group first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2017 and has held it in 9 quarters since.
477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.