JNBA Financial Advisors’s WisdomTree US Value Fund WTV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$24.9K	Buy	+288	New	+$24.9K	﹤0.01%	367
2016 Q4	–	Sell	-5,718	Closed	-$182K	–	1366
2016 Q3	$182K	Buy	+5,718	New	+$182K	0.03%	240