Lincoln National Corp’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-8,577	Closed	-$389K	–	515
2017 Q4	$389K	Buy	8,577 +3,935	+85%	+$172K	0.01%	421
2017 Q3	$200K	Sell	4,642 -240	-5%	-$10.3K	0.01%	377
2017 Q2	$200K	Sell	4,882 -132	-3%	-$5.41K	0.01%	338
2017 Q1	$205K	Buy	+5,014	New	+$200K	0.01%	309

Other funds holding DEM

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

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Cornerstone Capital Palo Alto, California $1B AUM 21.47% 1-Year Est. Return

Lincoln National Corp's DEM Position: Q1 2018 in Review

Lincoln National Corp sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2018, closing a stake of 8,577 shares — an estimated $389K sold.

Lincoln National Corp first reported a position in DEM in Q1 2017 and held it in 4 quarters. The position peaked at $389K in Q4 2017. 252 funds tracked by Wall St. Rank hold DEM as of Q1 2018.

Lincoln National Corp reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2018 after selling out during the quarter.
Lincoln National Corp sold 8,577 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2018, an estimated $389K.
Lincoln National Corp first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2017 and held it in 4 quarters.
Lincoln National Corp's WisdomTree Emerging Markets High Dividend Fund position peaked at $389K in Q4 2017.
252 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2018.

Based on Lincoln National Corp's 13F filing for Q1 2018, filed 9 May 2018.