Jones Financial Companies
DEW icon

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

Jones Financial Companies’s Portfolio DEW Stock Details DEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$425K Sell
6,518
-1,534
-19% -$101K ﹤0.01% 2125
2025
Q4 		$496K Buy
8,052
+1,294
+19% +$78.4K ﹤0.01% 1519
2025
Q3 		$405K Buy
6,758
+136
+2% +$8.02K ﹤0.01% 1481
2025
Q2 		$377K Buy
6,622
+2
+0% +$111 ﹤0.01% 1392
2025
Q1 		$369K Buy
6,620
+301
+5% +$16.4K ﹤0.01% 1249
2024
Q4 		$331K Buy
6,319
+1,936
+44% +$105K ﹤0.01% 1155
2024
Q3 		$241K Buy
4,383
+2,433
+125% +$129K ﹤0.01% 1070
2024
Q2 		$97.6K Buy
+1,950
New +$98.2K ﹤0.01% 1057

Other funds holding DEW

JGCM
Joseph Group Capital Management Columbus, Ohio $476M AUM 21.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $781M AUM 27.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies's DEW Position: Q1 2026 in Review

Jones Financial Companies reduced its WisdomTree Global High Dividend Fund (DEW) stake by 19% in Q1 2026, selling an estimated $101K and leaving 6,518 shares worth $425K. The position accounts for ﹤0.01% of the portfolio, ranked #2125.

Jones Financial Companies first reported a position in DEW in Q2 2024 and has held it in 8 quarters since. The position peaked at $496K in Q4 2025. 41 funds tracked by Wall St. Rank hold DEW as of Q1 2026.

  • Jones Financial Companies held 6,518 shares of WisdomTree Global High Dividend Fund worth $425K as of Q1 2026.
  • Jones Financial Companies sold 1,534 WisdomTree Global High Dividend Fund shares in Q1 2026, an estimated $101K.
  • WisdomTree Global High Dividend Fund made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2125 holding.
  • Jones Financial Companies first reported a position in WisdomTree Global High Dividend Fund in Q2 2024 and has held it in 8 quarters since.
  • Jones Financial Companies's WisdomTree Global High Dividend Fund position peaked at $496K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.