Lincoln National Corp’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-4,958	Closed	-$238K	–	653
2020 Q1	$238K	Sell	4,958 -1,824	-27%	-$114K	0.01%	496
2019 Q4	$482K	Buy	6,782 +1	+0%	+$67	0.02%	401
2019 Q3	$430K	Sell	6,781 -826	-11%	-$52.2K	0.02%	379
2019 Q2	$495K	Buy	7,607 +3	+0%	+$198	0.02%	322
2019 Q1	$500K	Sell	7,604 -296	-4%	-$19.2K	0.02%	294
2018 Q4	$476K	Sell	7,900 -265	-3%	-$17.2K	0.02%	276
2018 Q3	$580K	Sell	8,165 -3,915	-32%	-$280K	0.02%	247
2018 Q2	$869K	Sell	12,080 -174	-1%	-$13.2K	0.03%	184
2018 Q1	$936K	Sell	12,254 -11,091	-48%	-$863K	0.03%	169
2017 Q4	$1.79M	Buy	23,345 +12,913	+124%	+$966K	0.05%	160
2017 Q3	$771K	Buy	10,432 +51	+0.5%	+$3.67K	0.03%	169
2017 Q2	$721K	Buy	10,381 +1,264	+14%	+$86.5K	0.03%	156
2017 Q1	$596K	Buy	9,117 +185	+2%	+$11.8K	0.03%	169
2016 Q4	$536K	Buy	+8,932	New	+$536K	0.03%	168

Other funds holding DLS

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $542M AUM

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return