LNC
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Lincoln National Corp’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Lincoln National Corp’s Portfolio DGRW Stock Details DGRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-19,885
Closed -$1.52M – 269
2024
Q1 		$1.52M Buy
19,885
+3,025
+18% +$221K 0.02% 397
2023
Q4 		$1.18M Buy
16,860
+804
+5% +$53.1K 0.02% 415
2023
Q3 		$1.02M Buy
16,056
+4,327
+37% +$288K 0.02% 405
2023
Q2 		$782K Buy
11,729
+301
+3% +$19.1K 0.02% 472
2023
Q1 		$712K Sell
11,428
-41,315
-78% -$2.54M 0.02% 471
2022
Q4 		$3.18M Buy
52,743
+7,353
+16% +$439K 0.07% 164
2022
Q3 		$2.45M Buy
45,390
+10,506
+30% +$621K 0.06% 180
2022
Q2 		$2M Buy
34,884
+31,197
+846% +$1.89M 0.05% 210
2022
Q1 		$235K Buy
3,687
+141
+4% +$8.9K ﹤0.01% 802
2021
Q4 		$234K Sell
3,546
-8,654
-71% -$543K ﹤0.01% 785
2021
Q3 		$718K Buy
+12,200
New +$747K 0.02% 404
2020
Q2 		– Sell
-22,484
Closed -$875K – 651
2020
Q1 		$875K Buy
22,484
+3,374
+18% +$153K 0.03% 234
2019
Q4 		$926K Buy
+19,110
New +$892K 0.03% 277
2018
Q4 		– Sell
-5,013
Closed -$223K – 490
2018
Q3 		$223K Sell
5,013
-12,851
-72% -$555K 0.01% 425
2018
Q2 		$733K Sell
17,864
-2,614
-13% -$107K 0.03% 209
2018
Q1 		$827K Sell
20,478
-11,208
-35% -$471K 0.03% 188
2017
Q4 		$1.31M Buy
31,686
+20,791
+191% +$830K 0.04% 203
2017
Q3 		$416K Buy
10,895
+1,009
+10% +$37.6K 0.02% 244
2017
Q2 		$364K Sell
9,886
-3,226
-25% -$117K 0.02% 233
2017
Q1 		$465K Buy
13,112
+3,925
+43% +$136K 0.02% 197
2016
Q4 		$306K Buy
9,187
+25
+0.3% +$814 0.02% 225
2016
Q3 		$296K Sell
9,162
-1,567
-15% -$50.8K 0.02% 220
2016
Q2 		$339K Buy
10,729
+23
+0.2% +$719 0.02% 198
2016
Q1 		$335K Buy
+10,706
New +$315K 0.02% 183

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Lincoln National Corp's DGRW Position: Q2 2024 in Review

Lincoln National Corp sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2024, closing a stake of 19,885 shares — an estimated $1.52M sold.

Lincoln National Corp first reported a position in DGRW in Q1 2016 and held it in 24 quarters. The position peaked at $3.18M in Q4 2022. 623 funds tracked by Wall St. Rank hold DGRW as of Q2 2024.

  • Lincoln National Corp reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 19,885 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2024, an estimated $1.52M.
  • Lincoln National Corp first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2016 and held it in 24 quarters.
  • Lincoln National Corp's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $3.18M in Q4 2022.
  • 623 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.