Jones Financial Companies
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Jones Financial Companies’s WisdomTree International LargeCap Dividend Fund DOL Stock Holding History

Jones Financial Companies’s Portfolio DOL Stock Details DOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$341K Buy
5,742
+1,283
+29% +$76.2K ﹤0.01% 1436
2025
Q1 		$247K Buy
4,459
+2,382
+115% +$132K ﹤0.01% 1415
2024
Q4 		$103K Buy
2,077
+69
+3% +$3.41K ﹤0.01% 1619
2024
Q3 		$109K Hold
2,008
– – ﹤0.01% 1363
2024
Q2 		$102K Buy
+2,008
New +$102K ﹤0.01% 1038