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

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

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

Other funds holding DLN

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EWM

Evercore Wealth Management New York $7.07B AUM 24.72% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

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

Lincoln National Corp sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2024, closing a stake of 3,217 shares — an estimated $232K sold.

Lincoln National Corp first reported a position in DLN in Q1 2017 and held it in 11 quarters. The position peaked at $1.34M in Q4 2017. 365 funds tracked by Wall St. Rank hold DLN as of Q2 2024.

Lincoln National Corp reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 3,217 WisdomTree US LargeCap Dividend Fund shares in Q2 2024, an estimated $232K.
Lincoln National Corp first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2017 and held it in 11 quarters.
Lincoln National Corp's WisdomTree US LargeCap Dividend Fund position peaked at $1.34M in Q4 2017.
365 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2024.

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