Jones Financial Companies’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276K | Buy |
3,213
+371
| +13% | +$31.9K | ﹤0.01% | 1525 |
|
|
2025
Q1 | $227K | Buy |
2,842
+1,050
| +59% | +$83.8K | ﹤0.01% | 1449 |
|
|
2024
Q4 | $135K | Buy |
1,792
+410
| +30% | +$30.8K | ﹤0.01% | 1514 |
|
|
2024
Q3 | $111K | Buy |
1,382
+621
| +82% | +$49.8K | ﹤0.01% | 1360 |
|
|
2024
Q2 | $57.2K | Buy |
761
+731
| +2,437% | +$54.9K | ﹤0.01% | 1202 |
|
|
2024
Q1 | $2.32K | Buy |
+30
| New | +$2.32K | ﹤0.01% | 1248 |
|