JNBA Financial Advisors’s WisdomTree True Developed International Fund DOL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$357K	Hold	4,806	–	–	0.03%	160
2026 Q1	$327K	Hold	4,806	–	–	0.03%	162
2025 Q4	$316K	Hold	4,806	–	–	0.03%	163
2025 Q3	$299K	Hold	4,806	–	–	0.03%	163
2025 Q2	$286K	Hold	4,806	–	–	0.03%	163
2025 Q1	$265K	Hold	4,806	–	–	0.03%	165
2024 Q4	$238K	Sell	4,806 -480	-9%	-$24.7K	0.02%	165
2024 Q3	$285K	Sell	5,286 -214	-4%	-$11.2K	0.03%	165
2024 Q2	$279K	Hold	5,500	–	–	0.03%	166
2024 Q1	$284K	Sell	5,500 -70	-1%	-$3.49K	0.03%	171
2023 Q4	$274K	Sell	5,570 -277	-5%	-$12.9K	0.03%	175
2023 Q3	$267K	Sell	5,847 -107	-2%	-$5.02K	0.03%	173
2023 Q2	$281K	Hold	5,954	–	–	0.03%	172
2023 Q1	$278K	Hold	5,954	–	–	0.04%	170
2022 Q4	$262K	Buy	5,954 +787	+15%	+$32.9K	0.04%	165
2022 Q3	$193K	Hold	5,167	–	–	0.03%	182
2022 Q2	$216K	Hold	5,167	–	–	0.03%	173
2022 Q1	$251K	Hold	5,167	–	–	0.03%	173
2021 Q4	$255K	Hold	5,167	–	–	0.03%	176
2021 Q3	$246K	Hold	5,167	–	–	0.03%	177
2021 Q2	$255K	Sell	5,167 -1,005	-16%	-$49.9K	0.03%	176
2021 Q1	$292K	Sell	6,172 -490	-7%	-$23.1K	0.04%	160
2020 Q4	$306K	Hold	6,662	–	–	0.05%	142
2020 Q3	$275K	Sell	6,662 -614	-8%	-$26K	0.06%	128
2020 Q2	$297K	Hold	7,276	–	–	0.06%	121
2020 Q1	$269K	Buy	7,276 +6,459	+791%	+$286K	0.06%	120
2019 Q4	$40K	Buy	817 +203	+33%	+$9.64K	0.01%	274
2019 Q3	$28K	Hold	614	–	–	0.01%	295
2019 Q2	$29K	Hold	614	–	–	0.01%	296
2019 Q1	$28K	Buy	+614	New	+$27.9K	0.01%	290

Other funds holding DOL

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

PAG

Powers Advisory Group Highland, Illinois $319M AUM 16.92% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

JNBA Financial Advisors's DOL Position: Q2 2026 in Review

JNBA Financial Advisors held its WisdomTree True Developed International Fund (DOL) position steady in Q2 2026 at 4,806 shares worth $357K. The position accounts for 0.03% of the portfolio, ranked #160.

JNBA Financial Advisors first reported a position in DOL in Q1 2019 and has held it in 30 quarters since. 42 funds tracked by Wall St. Rank hold DOL as of Q2 2026.

JNBA Financial Advisors held 4,806 shares of WisdomTree True Developed International Fund worth $357K as of Q2 2026.
JNBA Financial Advisors left its WisdomTree True Developed International Fund share count unchanged in Q2 2026.
WisdomTree True Developed International Fund made up 0.03% of JNBA Financial Advisors's portfolio in Q2 2026, its #160 holding.
JNBA Financial Advisors first reported a position in WisdomTree True Developed International Fund in Q1 2019 and has held it in 30 quarters since.
42 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.