Jones Financial Companies
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Jones Financial Companies’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Jones Financial Companies’s Portfolio DLS Stock Details DLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.48M Buy
19,838
+492
+3% +$36.8K ﹤0.01% 849
2025
Q1 		$1.29M Buy
19,346
+462
+2% +$30.9K ﹤0.01% 775
2024
Q4 		$1.19M Buy
18,884
+2,588
+16% +$163K ﹤0.01% 697
2024
Q3 		$1.12M Buy
16,296
+6,154
+61% +$424K ﹤0.01% 580
2024
Q2 		$643K Buy
+10,142
New +$643K ﹤0.01% 502