Lincoln National Corp’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-3,217	Closed	-$232K	–	281
2024 Q1	$232K	Buy	3,217 +5	+0.2%	+$343	﹤0.01%	1083
2023 Q4	$213K	Buy	+3,212	New	+$202K	﹤0.01%	1026
2023 Q3	–	Sell	-3,197	Closed	-$203K	–	1034
2023 Q2	$203K	Buy	+3,197	New	+$198K	﹤0.01%	962
2023 Q1	–	Sell	-3,486	Closed	-$216K	–	1004
2022 Q4	$216K	Buy	+3,486	New	+$213K	﹤0.01%	847
2021 Q4	–	Sell	-7,886	Closed	-$470K	–	899
2021 Q3	$470K	Buy	+7,886	New	+$486K	0.01%	526
2018 Q3	–	Sell	-13,754	Closed	-$617K	–	491
2018 Q2	$617K	Sell	13,754 -216	-2%	-$9.7K	0.02%	230
2018 Q1	$619K	Sell	13,970 -15,088	-52%	-$695K	0.02%	235
2017 Q4	$1.34M	Buy	29,058 +14,918	+106%	+$669K	0.04%	202
2017 Q3	$614K	Buy	14,140 +944	+7%	+$40.2K	0.03%	186
2017 Q2	$555K	Buy	13,196 +5,864	+80%	+$245K	0.03%	180
2017 Q1	$304K	Buy	+7,332	New	+$300K	0.02%	252