Jones Financial Companies
DIM icon

Jones Financial Companies’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Jones Financial Companies’s Portfolio DIM Stock Details DIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$152K Buy
1,889
+304
+19% +$25.7K ﹤0.01% 2500
2025
Q4 		$128K Buy
1,585
+75
+5% +$5.87K ﹤0.01% 2125
2025
Q3 		$116K Hold
1,510
– – ﹤0.01% 2026
2025
Q2 		$113K Buy
1,510
+185
+14% +$13.1K ﹤0.01% 1885
2025
Q1 		$88.4K Hold
1,325
– – ﹤0.01% 1832
2024
Q4 		$80.5K Buy
1,325
+925
+231% +$58.4K ﹤0.01% 1703
2024
Q3 		$26.7K Buy
+400
New +$25.4K ﹤0.01% 1856

Other funds holding DIM

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
PJC
Phillip James Consulting Plymouth, Minnesota $132M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

Jones Financial Companies increased its WisdomTree International MidCap Dividend Fund (DIM) stake by 19% in Q1 2026, buying an estimated $25.7K and bringing the position to 1,889 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #2500.

Jones Financial Companies first reported a position in DIM in Q3 2024 and has held it in 7 quarters since. 48 funds tracked by Wall St. Rank hold DIM as of Q1 2026.

  • Jones Financial Companies held 1,889 shares of WisdomTree International MidCap Dividend Fund worth $152K as of Q1 2026.
  • Jones Financial Companies bought 304 WisdomTree International MidCap Dividend Fund shares in Q1 2026, an estimated $25.7K.
  • WisdomTree International MidCap Dividend Fund made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2500 holding.
  • Jones Financial Companies first reported a position in WisdomTree International MidCap Dividend Fund in Q3 2024 and has held it in 7 quarters since.
  • 48 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q1 2026.

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