Citizens Financial Group’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Citizens Financial Group’s Portfolio DTD Stock Details DTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-450	Closed	-$18K	–	1095
2020 Q1	$18K	Hold	450	–	–	﹤0.01%	616
2019 Q4	$24K	Hold	450	–	–	﹤0.01%	578
2019 Q3	$22K	Hold	450	–	–	﹤0.01%	455
2019 Q2	$22K	Buy	+450	New	+$21.5K	﹤0.01%	437

Other funds holding DTD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SMG

Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Citizens Financial Group's DTD Position: Q2 2020 in Review

Citizens Financial Group sold out of WisdomTree US Total Dividend Fund (DTD) in Q2 2020, closing a stake of 450 shares — an estimated $18K sold.

Citizens Financial Group first reported a position in DTD in Q2 2019 and held it in 4 quarters. The position peaked at $24K in Q4 2019. 111 funds tracked by Wall St. Rank hold DTD as of Q2 2020.

Citizens Financial Group reported no remaining WisdomTree US Total Dividend Fund position as of Q2 2020 after selling out during the quarter.
Citizens Financial Group sold 450 WisdomTree US Total Dividend Fund shares in Q2 2020, an estimated $18K.
Citizens Financial Group first reported a position in WisdomTree US Total Dividend Fund in Q2 2019 and held it in 4 quarters.
Citizens Financial Group's WisdomTree US Total Dividend Fund position peaked at $24K in Q4 2019.
111 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2020.

Based on Citizens Financial Group's 13F filing for Q2 2020, filed 12 Aug 2020.