Jones Financial Companies’s WisdomTree True Developed International Fund DOL Stock Holding History

Jones Financial Companies’s Portfolio DOL Stock Details DOL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$611K	Sell	8,332 -218	-3%	-$16K	﹤0.01%	2132
2026 Q1	$562K	Buy	8,550 +13	+0.2%	+$905	﹤0.01%	1986
2025 Q4	$562K	Buy	8,537 +806	+10%	+$51.2K	﹤0.01%	1470
2025 Q3	$478K	Buy	7,731 +1,989	+35%	+$121K	﹤0.01%	1412
2025 Q2	$341K	Buy	5,742 +1,283	+29%	+$73.7K	﹤0.01%	1436
2025 Q1	$247K	Buy	4,459 +2,382	+115%	+$127K	﹤0.01%	1415
2024 Q4	$103K	Buy	2,077 +69	+3%	+$3.54K	﹤0.01%	1619
2024 Q3	$109K	Hold	2,008	–	–	﹤0.01%	1363
2024 Q2	$102K	Buy	+2,008	New	+$104K	﹤0.01%	1038

Other funds holding DOL

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CFP

Cascade Financial Partners San Diego, California $1.15B AUM 33.6% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies's DOL Position: Q2 2026 in Review

Jones Financial Companies reduced its WisdomTree True Developed International Fund (DOL) stake by 2.5% in Q2 2026, selling an estimated $16K and leaving 8,332 shares worth $611K. The position accounts for ﹤0.01% of the portfolio, ranked #2132.

Jones Financial Companies first reported a position in DOL in Q2 2024 and has held it in 9 quarters since. 109 funds tracked by Wall St. Rank hold DOL as of Q2 2026.

Jones Financial Companies held 8,332 shares of WisdomTree True Developed International Fund worth $611K as of Q2 2026.
Jones Financial Companies sold 218 WisdomTree True Developed International Fund shares in Q2 2026, an estimated $16K.
WisdomTree True Developed International Fund made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2132 holding.
Jones Financial Companies first reported a position in WisdomTree True Developed International Fund in Q2 2024 and has held it in 9 quarters since.
109 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.