Jones Financial Companies
DGRS icon

Jones Financial Companies’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Jones Financial Companies’s Portfolio DGRS Stock Details DGRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$226K Buy
4,830
+2,990
+163% +$140K ﹤0.01% 1618
2025
Q1 		$85.6K Buy
1,840
+605
+49% +$28.2K ﹤0.01% 1849
2024
Q4 		$63.3K Buy
1,235
+350
+40% +$17.9K ﹤0.01% 1788
2024
Q3 		$45.5K Buy
885
+136
+18% +$6.99K ﹤0.01% 1677
2024
Q2 		$35.3K Buy
+749
New +$35.3K ﹤0.01% 1373