Lincoln National Corp’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-15,264	Closed	-$449K	–	534
2018 Q2	$449K	Buy	15,264 +1,845	+14%	+$53.7K	0.02%	285
2018 Q1	$379K	Sell	13,419 -3,417	-20%	-$98.3K	0.01%	313
2017 Q4	$489K	Buy	+16,836	New	+$497K	0.01%	376

Other funds holding WTPI

CCM

Crabel Capital Management Los Angeles, California $10.8M AUM 3.34% 1-Year Est. Return

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

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

AWA

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

CWM

Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return

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

SAM

Stringer Asset Management Memphis, Tennessee $64.2M AUM 16.57% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

Lincoln National Corp sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q3 2018, closing a stake of 15,264 shares — an estimated $449K sold.

Lincoln National Corp first reported a position in WTPI in Q4 2017 and held it in 3 quarters. The position peaked at $489K in Q4 2017. 52 funds tracked by Wall St. Rank hold WTPI as of Q3 2018.

Lincoln National Corp reported no remaining WisdomTree Equity Premium Income Fund position as of Q3 2018 after selling out during the quarter.
Lincoln National Corp sold 15,264 WisdomTree Equity Premium Income Fund shares in Q3 2018, an estimated $449K.
Lincoln National Corp first reported a position in WisdomTree Equity Premium Income Fund in Q4 2017 and held it in 3 quarters.
Lincoln National Corp's WisdomTree Equity Premium Income Fund position peaked at $489K in Q4 2017.
52 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q3 2018.

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