Jones Financial Companies
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Jones Financial Companies’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Jones Financial Companies’s Portfolio DLN Stock Details DLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.35M Buy
16,472
+2,886
+21% +$236K ﹤0.01% 892
2025
Q1 		$1.07M Buy
13,586
+10,817
+391% +$850K ﹤0.01% 830
2024
Q4 		$215K Buy
2,769
+2,149
+347% +$167K ﹤0.01% 1317
2024
Q3 		$48.5K Buy
620
+542
+695% +$42.4K ﹤0.01% 1646
2024
Q2 		$5.65K Buy
+78
New +$5.65K ﹤0.01% 1912