JNBA Financial Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-144	Closed	-$8K	–	688
2021 Q1	$8K	Hold	144	–	–	﹤0.01%	490
2020 Q4	$8K	Hold	144	–	–	﹤0.01%	457
2020 Q3	$7K	Hold	144	–	–	﹤0.01%	447
2020 Q2	$6K	Hold	144	–	–	﹤0.01%	441
2020 Q1	$6K	Hold	144	–	–	﹤0.01%	428
2019 Q4	$8K	Hold	144	–	–	﹤0.01%	457
2019 Q3	$7K	Hold	144	–	–	﹤0.01%	446
2019 Q2	$7K	Hold	144	–	–	﹤0.01%	471
2019 Q1	$7K	Hold	144	–	–	﹤0.01%	425
2018 Q4	$6K	Sell	144 -496	-78%	-$22.5K	﹤0.01%	419
2018 Q3	$31K	Buy	640 +496	+344%	+$23.5K	0.01%	262
2018 Q2	$7K	Hold	144	–	–	﹤0.01%	426
2018 Q1	$6K	Hold	144	–	–	﹤0.01%	414
2017 Q4	$7K	Hold	144	–	–	﹤0.01%	392
2017 Q3	$6K	Hold	144	–	–	﹤0.01%	391
2017 Q2	$6K	Hold	144	–	–	﹤0.01%	380
2017 Q1	$6K	Hold	144	–	–	﹤0.01%	387
2016 Q4	$6K	Buy	+144	New	+$5.66K	﹤0.01%	394
2016 Q3	–	Sell	-144	Closed	-$6K	–	1604
2016 Q2	$6K	Hold	144	–	–	﹤0.01%	392
2016 Q1	$5K	Buy	+144	New	+$5.03K	﹤0.01%	413
2014 Q4	–	Sell	-2,928	Closed	-$105K	–	561
2014 Q3	$105K	Buy	+2,928	New	+$105K	0.05%	130

Other funds holding DTD

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

JNBA Financial Advisors's DTD Position: Q2 2021 in Review

JNBA Financial Advisors sold out of WisdomTree US Total Dividend Fund (DTD) in Q2 2021, closing a stake of 144 shares — an estimated $8K sold.

JNBA Financial Advisors first reported a position in DTD in Q3 2014 and held it in 21 quarters. The position peaked at $105K in Q3 2014. 132 funds tracked by Wall St. Rank hold DTD as of Q2 2021.

JNBA Financial Advisors reported no remaining WisdomTree US Total Dividend Fund position as of Q2 2021 after selling out during the quarter.
JNBA Financial Advisors sold 144 WisdomTree US Total Dividend Fund shares in Q2 2021, an estimated $8K.
JNBA Financial Advisors first reported a position in WisdomTree US Total Dividend Fund in Q3 2014 and held it in 21 quarters.
JNBA Financial Advisors's WisdomTree US Total Dividend Fund position peaked at $105K in Q3 2014.
132 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2021.

Based on JNBA Financial Advisors's 13F filing for Q2 2021, filed 4 Aug 2021.