Lincoln National Corp’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-10,896	Closed	-$323K	–	488
2018 Q2	$323K	Sell	10,896 -77	-0.7%	-$2.22K	0.01%	349
2018 Q1	$301K	Sell	10,973 -11,993	-52%	-$338K	0.01%	369
2017 Q4	$667K	Buy	22,966 +11,143	+94%	+$318K	0.02%	312
2017 Q3	$331K	Buy	11,823 +660	+6%	+$17.6K	0.01%	293
2017 Q2	$300K	Buy	11,163 +1,269	+13%	+$34.1K	0.01%	269
2017 Q1	$266K	Buy	+9,894	New	+$268K	0.01%	272

Other funds holding DES

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

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

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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

Lincoln National Corp's DES Position: Q3 2018 in Review

Lincoln National Corp sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q3 2018, closing a stake of 10,896 shares — an estimated $323K sold.

Lincoln National Corp first reported a position in DES in Q1 2017 and held it in 6 quarters. The position peaked at $667K in Q4 2017. 238 funds tracked by Wall St. Rank hold DES as of Q3 2018.

Lincoln National Corp reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q3 2018 after selling out during the quarter.
Lincoln National Corp sold 10,896 WisdomTree US SmallCap Dividend Fund shares in Q3 2018, an estimated $323K.
Lincoln National Corp first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2017 and held it in 6 quarters.
Lincoln National Corp's WisdomTree US SmallCap Dividend Fund position peaked at $667K in Q4 2017.
238 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2018.

Based on Lincoln National Corp's 13F filing for Q3 2018, filed 6 Nov 2018.