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WisdomTree MidCap Dividend Fund shares owned by JNBA Financial Advisors

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

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

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree MidCap Dividend 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 MidCap Dividend Fund by JNBA Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.7M 73k 51.13
2024-06-30 $4.4M 94k 46.77
2024-03-31 $6.8M 140k 48.77
2023-12-31 $13M 278k 45.69
2023-09-30 $13M 313k 40.96
2023-06-30 $16M 375k 42.05
2023-03-31 $16M 384k 40.98
2022-12-31 $16M 381k 41.14
2022-09-30 $14M 380k 37.67
2022-06-30 $15M 377k 38.98
2022-03-31 $17M 375k 44.42
2021-12-31 $19M 419k 44.36
2021-09-30 $16M 391k 41.45
2021-06-30 $15M 352k 41.95
2021-03-31 $14M 339k 40.42
2020-12-31 $11M 321k 34.81
2020-09-30 $7.9M 272k 28.92
2020-06-30 $7.2M 253k 28.34
2020-03-31 $5.6M 232k 24.16
2019-12-31 $5.2M 137k 38.04
2019-09-30 $4.0M 109k 36.31
2019-06-30 $2.9M 79k 36.20
2019-03-31 $1.1M 29k 35.78
2018-12-31 $957k 30k 31.62
2018-06-30 $900k 25k 35.79
2018-03-31 $917k 27k 34.10
2017-12-31 $931k 26k 35.27
2017-09-30 $615k 6.2k 99.98
2017-06-30 $604k 6.2k 97.78
2017-03-31 $577k 5.9k 97.50
2016-12-31 $566k 6.0k 94.41
2016-09-30 $31k 345 89.86
2016-06-30 $276k 3.1k 89.61
2016-03-31 $98k 1.1k 86.04
2015-12-31 $48k 600 80.00

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 MidCap Dividend Fund

Bank of America Corporation
Morgan Stanley
LPL Financial
Linscomb & Williams
Creative Planning
Wells Fargo & Company
Financial Planning & Information Services
Commonwealth Equity Services
Royal Bank of Canada
Raymond James Financial Services Advisors
Sandy Spring Bank
Coldstream Capital Management
Cetera Investment Advisers
IAG Wealth Partners
Keybank National Association

View all funds holding WisdomTree MidCap Dividend Fund