Lincoln National Corp’s WisdomTree Dynamic Long/Short U.S. Equity Fund DYLS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-32,947	Closed	-$1.09M	–	535
2018 Q2	$1.09M	Buy	32,947 +4,031	+14%	+$133K	0.04%	162
2018 Q1	$938K	Sell	28,916 -19,004	-40%	-$626K	0.03%	168
2017 Q4	$1.56M	Buy	47,920 +30,376	+173%	+$962K	0.05%	181
2017 Q3	$541K	Buy	17,544 +1,915	+12%	+$57.6K	0.02%	206
2017 Q2	$472K	Sell	15,629 -1,396	-8%	-$41.2K	0.02%	202
2017 Q1	$494K	Buy	17,025 +3,736	+28%	+$106K	0.03%	189
2016 Q4	$365K	Buy	13,289 +432	+3%	+$11.9K	0.02%	205
2016 Q3	$360K	Sell	12,857 -2,704	-17%	-$74.9K	0.02%	199
2016 Q2	$407K	Buy	15,561 +12	+0.1%	+$317	0.02%	180
2016 Q1	$415K	Buy	+15,549	New	+$397K	0.03%	162

Other funds holding DYLS

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AMG Funds Stamford, Connecticut $20M AUM 3.75% 1-Year Est. Return

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

WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

Lincoln National Corp's DYLS Position: Q3 2018 in Review

Lincoln National Corp sold out of WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) in Q3 2018, closing a stake of 32,947 shares — an estimated $1.09M sold.

Lincoln National Corp first reported a position in DYLS in Q1 2016 and held it in 10 quarters. The position peaked at $1.56M in Q4 2017. 28 funds tracked by Wall St. Rank hold DYLS as of Q3 2018.

Lincoln National Corp reported no remaining WisdomTree Dynamic Long/Short U.S. Equity Fund position as of Q3 2018 after selling out during the quarter.
Lincoln National Corp sold 32,947 WisdomTree Dynamic Long/Short U.S. Equity Fund shares in Q3 2018, an estimated $1.09M.
Lincoln National Corp first reported a position in WisdomTree Dynamic Long/Short U.S. Equity Fund in Q1 2016 and held it in 10 quarters.
Lincoln National Corp's WisdomTree Dynamic Long/Short U.S. Equity Fund position peaked at $1.56M in Q4 2017.
28 funds tracked by Wall St. Rank held WisdomTree Dynamic Long/Short U.S. Equity Fund as of Q3 2018.

Based on Lincoln National Corp's 13F filing for Q3 2018, filed 6 Nov 2018.