Jones Financial Companies
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Jones Financial Companies’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Jones Financial Companies’s Portfolio AIVI Stock Details AIVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$658K Buy
13,682
+191
+1% +$9.19K ﹤0.01% 1177
2025
Q1 		$595K Buy
13,491
+15
+0.1% +$661 ﹤0.01% 1048
2024
Q4 		$531K Buy
13,476
+3,830
+40% +$151K ﹤0.01% 973
2024
Q3 		$426K Buy
9,646
+7,175
+290% +$317K ﹤0.01% 876
2024
Q2 		$97.3K Buy
+2,471
New +$97.3K ﹤0.01% 1058