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JNBA Financial Advisors’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

JNBA Financial Advisors’s Portfolio EES Stock Details EES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-709
Closed -$28K – 589
2018
Q3 		$28K Buy
+709
New +$28.3K 0.01% 280

Other funds holding EES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

JNBA Financial Advisors's EES Position: Q4 2018 in Review

JNBA Financial Advisors sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q4 2018, closing a stake of 709 shares — an estimated $28K sold.

JNBA Financial Advisors first reported a position in EES in Q3 2018 and held it in 1 quarter. The position peaked at $28K in Q3 2018. 109 funds tracked by Wall St. Rank hold EES as of Q4 2018.

  • JNBA Financial Advisors reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q4 2018 after selling out during the quarter.
  • JNBA Financial Advisors sold 709 WisdomTree US SmallCap Earnings Fund shares in Q4 2018, an estimated $28K.
  • JNBA Financial Advisors first reported a position in WisdomTree US SmallCap Earnings Fund in Q3 2018 and held it in 1 quarter.
  • JNBA Financial Advisors's WisdomTree US SmallCap Earnings Fund position peaked at $28K in Q3 2018.
  • 109 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q4 2018.

Based on JNBA Financial Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.