Jones Financial Companies’s WisdomTree Global High Dividend Fund DEW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$377K Buy
6,622
+2
+0% +$114 ﹤0.01% 1392
2025
Q1
$369K Buy
6,620
+301
+5% +$16.8K ﹤0.01% 1249
2024
Q4
$331K Buy
6,319
+1,936
+44% +$101K ﹤0.01% 1155
2024
Q3
$241K Buy
4,383
+2,433
+125% +$134K ﹤0.01% 1070
2024
Q2
$97.6K Buy
+1,950
New +$97.6K ﹤0.01% 1057