LNC
IHDG icon

Lincoln National Corp’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Lincoln National Corp’s Portfolio IHDG Stock Details IHDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-82,490
Closed -$3.79M – 562
2024
Q1 		$3.79M Buy
82,490
+1,015
+1% +$44.3K 0.06% 201
2023
Q4 		$3.42M Buy
81,475
+68,486
+527% +$2.72M 0.06% 193
2023
Q3 		$503K Buy
12,989
+72
+0.6% +$2.85K 0.01% 599
2023
Q2 		$519K Buy
12,917
+72
+0.6% +$2.88K 0.01% 585
2023
Q1 		$506K Buy
12,845
+283
+2% +$10.8K 0.01% 584
2022
Q4 		$448K Buy
+12,562
New +$476K 0.01% 565
2022
Q2 		– Sell
-5,062
Closed -$217K – 897
2022
Q1 		$217K Buy
5,062
+7
+0.1% +$300 ﹤0.01% 836
2021
Q4 		$231K Buy
5,055
+4
+0.1% +$178 ﹤0.01% 792
2021
Q3 		$218K Buy
+5,051
New +$229K ﹤0.01% 798
2018
Q3 		– Sell
-19,564
Closed -$622K – 502
2018
Q2 		$622K Sell
19,564
-2,561
-12% -$81.6K 0.02% 229
2018
Q1 		$683K Sell
22,125
-30,685
-58% -$960K 0.03% 218
2017
Q4 		$1.67M Buy
52,810
+26,394
+100% +$829K 0.05% 175
2017
Q3 		$810K Buy
26,416
+532
+2% +$15.9K 0.03% 161
2017
Q2 		$766K Buy
25,884
+4,585
+22% +$136K 0.04% 147
2017
Q1 		$606K Buy
21,299
+10,455
+96% +$287K 0.03% 168
2016
Q4 		$286K Buy
10,844
+1,561
+17% +$40.3K 0.02% 235
2016
Q3 		$245K Sell
9,283
-2,126
-19% -$55.9K 0.01% 249
2016
Q2 		$293K Buy
11,409
+16
+0.1% +$413 0.02% 216
2016
Q1 		$292K Buy
+11,393
New +$287K 0.02% 194

Other funds holding IHDG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Lincoln National Corp sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q2 2024, closing a stake of 82,490 shares — an estimated $3.79M sold.

Lincoln National Corp first reported a position in IHDG in Q1 2016 and held it in 19 quarters. The position peaked at $3.79M in Q1 2024. 233 funds tracked by Wall St. Rank hold IHDG as of Q2 2024.

  • Lincoln National Corp reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 82,490 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2024, an estimated $3.79M.
  • Lincoln National Corp first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2016 and held it in 19 quarters.
  • Lincoln National Corp's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $3.79M in Q1 2024.
  • 233 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2024.

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