Lincoln National Corp’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-21,158	Closed	-$805K	–	668
2019 Q3	$805K	Buy	+21,158	New	+$811K	0.03%	262
2019 Q2	–	Sell	-27,323	Closed	-$1.06M	–	586
2019 Q1	$1.06M	Buy	27,323 +18,266	+202%	+$706K	0.04%	191
2018 Q4	$351K	Buy	+9,057	New	+$364K	0.02%	315
2017 Q1	–	Sell	-20,176	Closed	-$836K	–	364
2016 Q4	$836K	Buy	+20,176	New	+$838K	0.05%	134

Other funds holding WTMF

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

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

LPWM

Lake Point Wealth Management Rockwall, Texas $176M AUM 11.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

ODG

O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Lincoln National Corp's WTMF Position: Q4 2019 in Review

Lincoln National Corp sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q4 2019, closing a stake of 21,158 shares — an estimated $805K sold.

Lincoln National Corp first reported a position in WTMF in Q4 2016 and held it in 4 quarters. The position peaked at $1.06M in Q1 2019. 48 funds tracked by Wall St. Rank hold WTMF as of Q4 2019.

Lincoln National Corp reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q4 2019 after selling out during the quarter.
Lincoln National Corp sold 21,158 WisdomTree Managed Futures Strategy Fund shares in Q4 2019, an estimated $805K.
Lincoln National Corp first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2016 and held it in 4 quarters.
Lincoln National Corp's WisdomTree Managed Futures Strategy Fund position peaked at $1.06M in Q1 2019.
48 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q4 2019.

Based on Lincoln National Corp's 13F filing for Q4 2019, filed 7 Feb 2020.