JNBA Financial Advisors »

WisdomTree SmallCap Dividend Fund shares owned by JNBA Financial Advisors

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

Historical chart of JNBA Financial Advisors investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Dividend Fund held by JNBA Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by JNBA Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 58k 34.49
2024-06-30 $1.9M 60k 31.15
2024-03-31 $2.2M 67k 32.68
2023-12-31 $2.7M 84k 32.17
2023-09-30 $2.8M 100k 28.20
2023-06-30 $4.1M 141k 28.79
2023-03-31 $4.2M 149k 28.56
2022-12-31 $4.9M 172k 28.44
2022-09-30 $4.5M 173k 25.74
2022-06-30 $5.0M 176k 28.22
2022-03-31 $5.7M 178k 31.87
2021-12-31 $8.2M 250k 32.86
2021-09-30 $8.7M 282k 30.83
2021-06-30 $12M 375k 31.89
2021-03-31 $11M 367k 31.15
2020-12-31 $8.7M 326k 26.60
2020-09-30 $3.8M 179k 21.08
2020-06-30 $3.7M 177k 21.18
2020-03-31 $2.6M 142k 18.02
2019-12-31 $1.4M 48k 28.67
2019-09-30 $861k 32k 27.37
2019-06-30 $606k 22k 27.13
2019-03-31 $542k 20k 27.56
2018-12-31 $496k 20k 24.52
2018-06-30 $521k 18k 29.66
2018-03-31 $17M 17k 1000.00
2017-12-31 $476k 16k 29.03
2017-09-30 $452k 5.4k 84.08
2017-06-30 $557k 6.9k 80.44
2017-03-31 $533k 6.6k 80.60
2016-12-31 $492k 6.0k 82.69
2016-06-30 $257k 3.6k 71.55
2016-03-31 $97k 1.4k 68.50
2015-12-31 $89k 1.4k 64.96
2015-09-30 $44k 697 63.13
2015-06-30 $49k 697 70.30

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 SmallCap Dividend Fund

Morgan Stanley
LPL Financial
Bank of America Corporation
Creative Planning
M^T Bank Corporation
Royal Bank of Canada
Wells Fargo & Company
Envestnet Asset Management
Keybank National Association
Huntington National Bank
Raymond James Financial Services Advisors
Raymond James & Associates
Mercer Global Advisors
Commonwealth Equity Services
CI Private Wealth

View all funds holding WisdomTree SmallCap Dividend Fund