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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$658K Buy
2025
Q1 		$595K Buy
2024
Q4 		$531K Buy
2024
Q3 		$426K Buy
2024
Q2 		$97.3K Buy