JFA
WT icon

JNBA Financial Advisors’s WisdomTree WT Stock Holding History

JNBA Financial Advisors’s Portfolio WT Stock Details WT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,700
Closed -$23K – 732
2018
Q3 		$23K Buy
+2,700
New +$22.9K 0.01% 302
2016
Q4 		– Sell
-475
Closed -$5K – 1363
2016
Q3 		$5K Buy
+475
New +$4.95K ﹤0.01% 1248

Other funds holding WT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

JNBA Financial Advisors sold out of WisdomTree (WT) in Q4 2018, closing a stake of 2,700 shares — an estimated $23K sold.

JNBA Financial Advisors first reported a position in WT in Q3 2016 and held it in 2 quarters. The position peaked at $23K in Q3 2018. 183 funds tracked by Wall St. Rank hold WT as of Q4 2018.

  • JNBA Financial Advisors reported no remaining WisdomTree position as of Q4 2018 after selling out during the quarter.
  • JNBA Financial Advisors sold 2,700 WisdomTree shares in Q4 2018, an estimated $23K.
  • JNBA Financial Advisors first reported a position in WisdomTree in Q3 2016 and held it in 2 quarters.
  • JNBA Financial Advisors's WisdomTree position peaked at $23K in Q3 2018.
  • 183 funds tracked by Wall St. Rank held WisdomTree as of Q4 2018.

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