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Wisdomtree Tr shares owned by JNBA Financial Advisors

Quarter-by-quarter ownership of Wisdomtree Tr (WTAI) shares owned by JNBA Financial Advisors from 13F filings

Historical chart of JNBA Financial Advisors investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr held by JNBA Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr by JNBA Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $21k 1.0k 20.77
2023-12-31 $21k 1.0k 20.69
2023-09-30 $17k 1.0k 17.42

More positions owned by JNBA Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
AFLAC Incorporated (AFL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for JNBA Financial Advisors

Top funds holding Wisdomtree Tr

Stratos Wealth Partners
Kestra Advisory Services
Advisory Services Network
LPL Financial
Raymond James & Associates
Jane Street
Raymond James Financial Services Advisors
Prospera Financial Services
Branch Banking & Trust Company
Bank Of Montreal
Masso Torrence Wealth Management
Stifel Financial
AdvisorNet Financial
Private Advisor
Cambridge Investment Research Advisors

View all funds holding Wisdomtree Tr