Cullen/Frost Bankers’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Cullen/Frost Bankers’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	$95.9K	Hold	996	–	–	﹤0.01%	729
2026 Q1	$89K	Hold	996	–	–	﹤0.01%	692
2025 Q4	$87.7K	Hold	996	–	–	﹤0.01%	707
2025 Q3	$86.7K	Hold	996	–	–	﹤0.01%	662
2025 Q2	$81.8K	Hold	996	–	–	﹤0.01%	664
2025 Q1	$79.1K	Hold	996	–	–	﹤0.01%	646
2024 Q4	$77.5K	Hold	996	–	–	﹤0.01%	635
2024 Q3	$78.2K	Hold	996	–	–	﹤0.01%	645
2024 Q2	$72.5K	Sell	996 -766	-43%	-$54.5K	﹤0.01%	632
2024 Q1	$127K	Buy	1,762 +766	+77%	+$52.6K	﹤0.01%	548
2023 Q4	$66.1K	Hold	996	–	–	﹤0.01%	621
2023 Q3	$61.2K	Hold	996	–	–	﹤0.01%	687
2023 Q2	$63.3K	Hold	996	–	–	﹤0.01%	687
2023 Q1	$61.6K	Hold	996	–	–	﹤0.01%	687
2022 Q4	$61.7K	Hold	996	–	–	﹤0.01%	665
2022 Q3	$55K	Hold	996	–	–	﹤0.01%	692
2022 Q2	$59K	Hold	996	–	–	﹤0.01%	680
2022 Q1	$65K	Hold	996	–	–	﹤0.01%	692
2021 Q4	$66K	Hold	996	–	–	﹤0.01%	708
2021 Q3	$59K	Hold	996	–	–	﹤0.01%	733
2021 Q2	$60K	Hold	996	–	–	﹤0.01%	740
2021 Q1	$57K	Hold	996	–	–	﹤0.01%	705
2020 Q4	$54K	Hold	996	–	–	﹤0.01%	693
2020 Q3	$48K	Hold	996	–	–	﹤0.01%	681
2020 Q2	$46K	Hold	996	–	–	﹤0.01%	669
2020 Q1	$40K	Hold	996	–	–	﹤0.01%	535
2019 Q4	$53K	Hold	996	–	–	﹤0.01%	586
2019 Q3	$49K	Sell	996 -180	-15%	-$8.77K	﹤0.01%	563
2019 Q2	$57K	Sell	1,176 -20	-2%	-$954	﹤0.01%	544
2019 Q1	$56K	Buy	+1,196	New	+$54.4K	﹤0.01%	550

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

GVAG

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

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

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WWM

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

Cullen/Frost Bankers's DLN Position: Q2 2026 in Review

Cullen/Frost Bankers held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 996 shares worth $95.9K. The position accounts for ﹤0.01% of the portfolio, ranked #729.

Cullen/Frost Bankers first reported a position in DLN in Q1 2019 and has held it in 30 quarters since. The position peaked at $127K in Q1 2024. 338 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Cullen/Frost Bankers held 996 shares of WisdomTree US LargeCap Dividend Fund worth $95.9K as of Q2 2026.
Cullen/Frost Bankers left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of Cullen/Frost Bankers's portfolio in Q2 2026, its #729 holding.
Cullen/Frost Bankers first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2019 and has held it in 30 quarters since.
Cullen/Frost Bankers's WisdomTree US LargeCap Dividend Fund position peaked at $127K in Q1 2024.
338 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Cullen/Frost Bankers's 13F filing for Q2 2026, filed 27 Jul 2026.