Lincoln National Corp’s WisdomTree International Equity Fund DWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-13,321	Closed	-$662K	–	1038
2023 Q1	$662K	Buy	13,321 +1,274	+11%	+$63.1K	0.01%	498
2022 Q4	$567K	Buy	12,047 +1,587	+15%	+$70.9K	0.01%	497
2022 Q3	$420K	Buy	10,460 +590	+6%	+$26.4K	0.01%	543
2022 Q2	$448K	Sell	9,870 -301	-3%	-$15K	0.01%	510
2022 Q1	$537K	Buy	10,171 +2,283	+29%	+$122K	0.01%	495
2021 Q4	$427K	Buy	7,888 +2,506	+47%	+$134K	0.01%	584
2021 Q3	$285K	Buy	+5,382	New	+$297K	0.01%	703

Other funds holding DWM

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

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

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return

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

LFA

Legacy Financial Advisors Covington, Kentucky $820M AUM 31.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Lincoln National Corp's DWM Position: Q2 2023 in Review

Lincoln National Corp sold out of WisdomTree International Equity Fund (DWM) in Q2 2023, closing a stake of 13,321 shares — an estimated $662K sold.

Lincoln National Corp first reported a position in DWM in Q3 2021 and held it in 7 quarters. The position peaked at $662K in Q1 2023. 130 funds tracked by Wall St. Rank hold DWM as of Q2 2023.

Lincoln National Corp reported no remaining WisdomTree International Equity Fund position as of Q2 2023 after selling out during the quarter.
Lincoln National Corp sold 13,321 WisdomTree International Equity Fund shares in Q2 2023, an estimated $662K.
Lincoln National Corp first reported a position in WisdomTree International Equity Fund in Q3 2021 and held it in 7 quarters.
Lincoln National Corp's WisdomTree International Equity Fund position peaked at $662K in Q1 2023.
130 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2023.

Based on Lincoln National Corp's 13F filing for Q2 2023, filed 7 Aug 2023.