Lincoln National Corp’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Lincoln National Corp’s Portfolio AGZD Stock Details AGZD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-9,682	Closed	-$232K	–	488
2018 Q1	$232K	Sell	9,682 -3,624	-27%	-$87.3K	0.01%	423
2017 Q4	$322K	Buy	+13,306	New	+$321K	0.01%	478

Other funds holding AGZD

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

AIM

Arcadia Investment Management Kalamazoo, Michigan $584M AUM 21.44% 1-Year Est. Return

Lincoln National Corp's AGZD Position: Q2 2018 in Review

Lincoln National Corp sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q2 2018, closing a stake of 9,682 shares — an estimated $232K sold.

Lincoln National Corp first reported a position in AGZD in Q4 2017 and held it in 2 quarters. The position peaked at $322K in Q4 2017. 19 funds tracked by Wall St. Rank hold AGZD as of Q2 2018.

Lincoln National Corp reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q2 2018 after selling out during the quarter.
Lincoln National Corp sold 9,682 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q2 2018, an estimated $232K.
Lincoln National Corp first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q4 2017 and held it in 2 quarters.
Lincoln National Corp's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $322K in Q4 2017.
19 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q2 2018.

Based on Lincoln National Corp's 13F filing for Q2 2018, filed 8 Aug 2018.