Lincoln National Corp’s WisdomTree Emerging Markets ESG Fund RESE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-7,962	Closed	-$264K	–	635
2017 Q4	$264K	Buy	+7,962	New	+$257K	0.01%	537

Other funds holding RESE

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

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

WDL

Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

SIAS

Shine Investment Advisory Services Lone Tree, Colorado $295M AUM 8.85% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

LTFS

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

Lincoln National Corp's RESE Position: Q1 2018 in Review

Lincoln National Corp sold out of WisdomTree Emerging Markets ESG Fund (RESE) in Q1 2018, closing a stake of 7,962 shares — an estimated $264K sold.

Lincoln National Corp first reported a position in RESE in Q4 2017 and held it in 1 quarter. The position peaked at $264K in Q4 2017. 15 funds tracked by Wall St. Rank hold RESE as of Q1 2018.

Lincoln National Corp reported no remaining WisdomTree Emerging Markets ESG Fund position as of Q1 2018 after selling out during the quarter.
Lincoln National Corp sold 7,962 WisdomTree Emerging Markets ESG Fund shares in Q1 2018, an estimated $264K.
Lincoln National Corp first reported a position in WisdomTree Emerging Markets ESG Fund in Q4 2017 and held it in 1 quarter.
Lincoln National Corp's WisdomTree Emerging Markets ESG Fund position peaked at $264K in Q4 2017.
15 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ESG Fund as of Q1 2018.

Based on Lincoln National Corp's 13F filing for Q1 2018, filed 9 May 2018.