Lincoln National Corp’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-133,518	Closed	-$4.83M	–	301
2024 Q1	$4.83M	Sell	133,518 -2,124	-2%	-$70.6K	0.08%	163
2023 Q4	$3.98M	Buy	135,642 +106,365	+363%	+$3.13M	0.07%	174
2023 Q3	$861K	Buy	29,277 +255	+0.9%	+$7.25K	0.02%	445
2023 Q2	$805K	Sell	29,022 -252	-0.9%	-$6.39K	0.02%	466
2023 Q1	$690K	Buy	29,274 +288	+1%	+$6.58K	0.01%	483
2022 Q4	$621K	Buy	+28,986	New	+$637K	0.01%	475
2018 Q4	–	Sell	-12,396	Closed	-$239K	–	491
2018 Q3	$239K	Sell	12,396 -16,362	-57%	-$299K	0.01%	415
2018 Q2	$517K	Sell	28,758 -2,103	-7%	-$39.7K	0.02%	258
2018 Q1	$576K	Sell	30,861 -10,542	-25%	-$205K	0.02%	247
2017 Q4	$819K	Buy	41,403 +27,717	+203%	+$533K	0.02%	267
2017 Q3	$250K	Buy	13,686 +1,134	+9%	+$19.8K	0.01%	351
2017 Q2	$218K	Sell	12,552 -1,527	-11%	-$26K	0.01%	317
2017 Q1	$237K	Buy	+14,079	New	+$239K	0.01%	286

Other funds holding DXJ

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Lincoln National Corp sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2024, closing a stake of 133,518 shares — an estimated $4.83M sold.

Lincoln National Corp first reported a position in DXJ in Q1 2017 and held it in 13 quarters. The position peaked at $4.83M in Q1 2024. 319 funds tracked by Wall St. Rank hold DXJ as of Q2 2024.

Lincoln National Corp reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 133,518 WisdomTree Japan Hedged Equity Fund shares in Q2 2024, an estimated $4.83M.
Lincoln National Corp first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2017 and held it in 13 quarters.
Lincoln National Corp's WisdomTree Japan Hedged Equity Fund position peaked at $4.83M in Q1 2024.
319 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2024.

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