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WisdomTree Dividend ex-Fin Fund shares owned by JNBA Financial Advisors

Quarter-by-quarter ownership of WisdomTree Dividend ex-Fin Fund (AIVL) shares owned by JNBA Financial Advisors from 13F filings

Historical chart of JNBA Financial Advisors investment in WisdomTree Dividend ex-Fin Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Dividend ex-Fin Fund 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 Dividend ex-Fin Fund by JNBA Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $33k 295 111.30
2024-06-30 $29k 295 99.80
2024-03-31 $30k 295 101.78
2023-12-31 $28k 295 95.91
2023-09-30 $26k 295 88.96
2023-06-30 $28k 295 93.54
2023-03-31 $27k 295 91.66
2022-12-31 $27k 295 91.80
2022-09-30 $24k 295 81.36
2022-06-30 $26k 295 88.14
2022-03-31 $29k 295 98.31
2021-12-31 $181k 1.8k 101.17
2021-09-30 $187k 2.0k 93.73
2021-06-30 $194k 2.0k 97.24
2021-03-31 $189k 2.0k 94.26
2020-12-31 $179k 2.1k 83.61
2020-09-30 $161k 2.1k 75.20
2020-06-30 $158k 2.1k 73.80
2020-03-31 $207k 3.2k 64.59
2019-12-31 $615k 6.7k 92.43
2019-09-30 $582k 6.7k 87.47
2019-06-30 $571k 6.7k 85.81
2019-03-31 $569k 6.7k 85.51
2018-12-31 $508k 6.6k 77.02
2018-06-30 $730k 8.4k 86.83
2018-03-31 $586k 6.9k 84.47
2017-12-31 $613k 6.9k 88.37
2017-09-30 $532k 6.3k 84.27
2017-06-30 $520k 6.3k 82.37
2017-03-31 $445k 5.4k 82.48
2016-12-31 $433k 5.4k 80.26
2016-06-30 $325k 4.2k 77.01
2016-03-31 $241k 3.2k 75.41
2015-12-31 $31k 435 71.26
2015-09-30 $29k 435 66.67

More positions owned by JNBA Financial Advisors

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

View all positions for JNBA Financial Advisors

Top funds holding WisdomTree Dividend ex-Fin Fund

Morgan Stanley
Jaffetilchin Investment Partners
Noble Family Wealth
LPL Financial
Commonwealth Equity Services
Salomon & Ludwin
Congress Wealth Management LLC / DE /
Royal Bank of Canada
Envestnet Asset Management
Holt Capital Advisors, L.L.C. dba Holt Capital Partners
Susquehanna International
WealthBridge Capital Management
Mercer Global Advisors
MAI Wealth Advisors
RMB Capital Management

View all funds holding WisdomTree Dividend ex-Fin Fund