Jones Financial Companies
DLN icon

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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.2M Buy
25,125
+1,125
+5% +$102K ﹤0.01% 1388
2025
Q4 		$2.11M Buy
24,000
+5,444
+29% +$475K ﹤0.01% 923
2025
Q3 		$1.61M Buy
18,556
+2,084
+13% +$176K ﹤0.01% 932
2025
Q2 		$1.35M Buy
16,472
+2,886
+21% +$225K ﹤0.01% 892
2025
Q1 		$1.07M Buy
13,586
+10,817
+391% +$863K ﹤0.01% 830
2024
Q4 		$215K Buy
2,769
+2,149
+347% +$171K ﹤0.01% 1317
2024
Q3 		$48.5K Buy
620
+542
+695% +$40.9K ﹤0.01% 1646
2024
Q2 		$5.65K Buy
+78
New +$5.55K ﹤0.01% 1912

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Ameriprise
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Creative Planning
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GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return