Lincoln National Corp Wisdomtree Tr Transaction History

Lincoln National Corp

$3.11 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 01, 2023	BUY	$47.34 - $51.12 $60,311 - $65,126	1,274 Added 10.58%	13,321 $662,000
Q4 2022 Feb 07, 2023	BUY	$39.94 - $48.25 $63,384 - $76,572	1,587 Added 15.17%	12,047 $566,000
Q3 2022 Nov 03, 2022	BUY	$39.86 - $47.65 $23,517 - $28,113	590 Added 5.98%	10,460 $420,000
Q2 2022 Aug 02, 2022	SELL	$45.44 - $53.31 $13,677 - $16,046	-301 Reduced 2.96%	9,870 $448,000
Q1 2022 May 09, 2022	BUY	$48.63 - $55.69 $111,022 - $127,140	2,283 Added 28.94%	10,171 $537,000
Q4 2021 Jan 26, 2022	BUY	$51.6 - $54.8 $129,309 - $137,328	2,506 Added 46.56%	7,888 $427,000
Q3 2021 Nov 05, 2021	BUY	$52.87 - $56.39 $284,546 - $303,490	5,382 New	5,382 $285,000

Others Institutions Holding DWM

# of Institutions

126

Shares Held

5.86M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.08M
Shares

$57.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

741K
Shares

$39.3 Million
0.02% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

391K
Shares

$20.7 Million
2.04% of portfolio
Wealth Enhancement Advisory Services, LLC

379K
Shares

$20.1 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

345K
Shares

$18.3 Million
0.0% of portfolio

About WISDOMTREE TR

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