Jones Financial Companies’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$224K Buy
4,089
+12
+0.3% +$658 ﹤0.01% 1621
2025
Q1
$198K Buy
4,077
+197
+5% +$9.59K ﹤0.01% 1497
2024
Q4
$190K Buy
3,880
+2,388
+160% +$117K ﹤0.01% 1379
2024
Q3
$80.8K Buy
1,492
+1,013
+211% +$54.8K ﹤0.01% 1472
2024
Q2
$24.7K Buy
+479
New +$24.7K ﹤0.01% 1480