Lincoln National Corp’s WisdomTree US MidCap Fund EZM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-8,789	Closed	-$353K	–	495
2018 Q2	$353K	Buy	8,789 +326	+4%	+$12.9K	0.01%	329
2018 Q1	$327K	Sell	8,463 -6,225	-42%	-$247K	0.01%	351
2017 Q4	$583K	Buy	+14,688	New	+$564K	0.02%	336
2017 Q2	–	Sell	-5,742	Closed	-$203K	–	365
2017 Q1	$203K	Buy	+5,742	New	+$201K	0.01%	313

Other funds holding EZM

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

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TLIC

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $906M AUM 19% 1-Year Est. Return

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

RJFSA

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

3AM

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

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

Lincoln National Corp sold out of WisdomTree US MidCap Fund (EZM) in Q3 2018, closing a stake of 8,789 shares — an estimated $353K sold.

Lincoln National Corp first reported a position in EZM in Q1 2017 and held it in 4 quarters. The position peaked at $583K in Q4 2017. 120 funds tracked by Wall St. Rank hold EZM as of Q3 2018.

Lincoln National Corp reported no remaining WisdomTree US MidCap Fund position as of Q3 2018 after selling out during the quarter.
Lincoln National Corp sold 8,789 WisdomTree US MidCap Fund shares in Q3 2018, an estimated $353K.
Lincoln National Corp first reported a position in WisdomTree US MidCap Fund in Q1 2017 and held it in 4 quarters.
Lincoln National Corp's WisdomTree US MidCap Fund position peaked at $583K in Q4 2017.
120 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2018.

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