JNBA Financial Advisors’s WisdomTree True Developed International Fund DOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $299K | Hold |
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|
2025
Q2 | $286K | Hold |
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|
2025
Q1 | $265K | Hold |
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|
2024
Q4 | $238K | Sell |
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|
2024
Q3 | $285K | Sell |
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|
2024
Q2 | $279K | Hold |
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|
2024
Q1 | $284K | Sell |
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|
2023
Q4 | $274K | Sell |
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|
2023
Q3 | $267K | Sell |
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|
2023
Q2 | $281K | Hold |
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|
2023
Q1 | $278K | Hold |
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|
2022
Q4 | $262K | Buy |
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|
2022
Q3 | $193K | Hold |
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|
2022
Q2 | $216K | Hold |
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|
2022
Q1 | $251K | Hold |
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|
2021
Q4 | $255K | Hold |
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|
2021
Q3 | $246K | Hold |
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|
2021
Q2 | $255K | Sell |
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|
2021
Q1 | $292K | Sell |
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|
2020
Q4 | $306K | Hold |
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|
2020
Q3 | $275K | Sell |
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|
2020
Q2 | $297K | Hold |
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|
2020
Q1 | $269K | Buy |
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|
2019
Q4 | $40K | Buy |
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|
2019
Q3 | $28K | Hold |
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|
2019
Q2 | $29K | Hold |
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|
2019
Q1 | $28K | Buy |
|