Jones Financial Companies’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.2M | Buy |
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|
2025
Q1 | $11.9M | Buy |
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|
2024
Q4 | $8.55M | Buy |
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|
2024
Q3 | $6.43M | Buy |
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|
2024
Q2 | $3.99M | Buy |
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|
2024
Q1 | $2.25M | Buy |
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|
2023
Q4 | $1.92M | Buy |
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|
2023
Q3 | $1.65M | Buy |
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|
2023
Q2 | $1.58M | Buy |
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|
2023
Q1 | $1.32M | Buy |
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|
2022
Q4 | $1.01M | Buy |
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|
2022
Q3 | $665K | Buy |
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|
2022
Q2 | $433K | Buy |
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|
2022
Q1 | $241K | Buy |
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|
2021
Q4 | $218K | Sell |
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|
2021
Q3 | $217K | Buy |
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|
2021
Q2 | $95K | Buy |
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|
2021
Q1 | $43K | Buy |
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