LNC
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Lincoln National Corp’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Lincoln National Corp’s Portfolio DGS Stock Details DGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-10,421
Closed -$344K – 652
2020
Q1 		$344K Sell
10,421
-7,252
-41% -$306K 0.01% 413
2019
Q4 		$845K Buy
17,673
+1,201
+7% +$55.1K 0.03% 291
2019
Q3 		$730K Buy
16,472
+1,466
+10% +$67K 0.03% 277
2019
Q2 		$706K Buy
15,006
+3,212
+27% +$149K 0.03% 255
2019
Q1 		$556K Buy
11,794
+1,653
+16% +$75.6K 0.02% 281
2018
Q4 		$425K Sell
10,141
-1,437
-12% -$61K 0.02% 293
2018
Q3 		$529K Sell
11,578
-2,239
-16% -$105K 0.02% 263
2018
Q2 		$659K Sell
13,817
-34,022
-71% -$1.76M 0.02% 222
2018
Q1 		$2.58M Sell
47,839
-33,703
-41% -$1.83M 0.1% 80
2017
Q4 		$4.25M Buy
81,542
+43,255
+113% +$2.15M 0.13% 81
2017
Q3 		$1.88M Buy
38,287
+1,120
+3% +$54K 0.08% 90
2017
Q2 		$1.7M Sell
37,167
-5,930
-14% -$270K 0.08% 89
2017
Q1 		$1.93M Buy
43,097
+19,943
+86% +$854K 0.1% 77
2016
Q4 		$905K Sell
23,154
-7,310
-24% -$293K 0.05% 128
2016
Q3 		$1.27M Buy
30,464
+15,263
+100% +$632K 0.07% 107
2016
Q2 		$589K Buy
+15,201
New +$572K 0.03% 154

Other funds holding DGS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFM
Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Lincoln National Corp's DGS Position: Q2 2020 in Review

Lincoln National Corp sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2020, closing a stake of 10,421 shares — an estimated $344K sold.

Lincoln National Corp first reported a position in DGS in Q2 2016 and held it in 16 quarters. The position peaked at $4.25M in Q4 2017. 155 funds tracked by Wall St. Rank hold DGS as of Q2 2020.

  • Lincoln National Corp reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q2 2020 after selling out during the quarter.
  • Lincoln National Corp sold 10,421 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2020, an estimated $344K.
  • Lincoln National Corp first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2016 and held it in 16 quarters.
  • Lincoln National Corp's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $4.25M in Q4 2017.
  • 155 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2020.

Based on Lincoln National Corp's 13F filing for Q2 2020, filed 31 Jul 2020.