JNBA Financial Advisors’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

JNBA Financial Advisors’s Portfolio DFE Stock Details DFE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-270	Closed	-$14K	–	1598
2016 Q2	$14K	Hold	270	–	–	﹤0.01%	314
2016 Q1	$15K	Hold	270	–	–	0.01%	312
2015 Q4	$15K	Hold	270	–	–	0.01%	307
2015 Q3	$15K	Hold	270	–	–	0.01%	308
2015 Q2	$15K	Hold	270	–	–	0.01%	313
2015 Q1	$15K	Hold	270	–	–	0.01%	325
2014 Q4	$14K	Hold	270	–	–	0.01%	324
2014 Q3	$14K	Hold	270	–	–	0.01%	325
2014 Q2	$16K	Hold	270	–	–	0.01%	297
2014 Q1	$17K	Hold	270	–	–	0.01%	267
2013 Q4	$16K	Hold	270	–	–	0.01%	271
2013 Q3	$14K	Buy	+270	New	+$12.7K	0.01%	276

Other funds holding DFE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

HCM

Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JNBA Financial Advisors's DFE Position: Q3 2016 in Review

JNBA Financial Advisors sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q3 2016, closing a stake of 270 shares — an estimated $14K sold.

JNBA Financial Advisors first reported a position in DFE in Q3 2013 and held it in 12 quarters. The position peaked at $17K in Q1 2014. 101 funds tracked by Wall St. Rank hold DFE as of Q3 2016.

JNBA Financial Advisors reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q3 2016 after selling out during the quarter.
JNBA Financial Advisors sold 270 WisdomTree Europe SmallCap Dividend Fund shares in Q3 2016, an estimated $14K.
JNBA Financial Advisors first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q3 2013 and held it in 12 quarters.
JNBA Financial Advisors's WisdomTree Europe SmallCap Dividend Fund position peaked at $17K in Q1 2014.
101 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q3 2016.

Based on JNBA Financial Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.