Jones Financial Companies
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Jones Financial Companies’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Jones Financial Companies’s Portfolio DTD Stock Details DTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.44M Buy
15,386
+2,257
+17% +$206K ﹤0.01% 1712
2026
Q1 		$1.11M Buy
13,129
+1,042
+9% +$91.5K ﹤0.01% 1672
2025
Q4 		$1.03M Buy
12,087
+1,261
+12% +$106K ﹤0.01% 1218
2025
Q3 		$906K Sell
10,826
-284
-3% -$23.3K ﹤0.01% 1169
2025
Q2 		$878K Buy
11,110
+7,289
+191% +$552K ﹤0.01% 1055
2025
Q1 		$291K Buy
3,821
+967
+34% +$75.1K ﹤0.01% 1344
2024
Q4 		$217K Buy
2,854
+708
+33% +$55.2K ﹤0.01% 1315
2024
Q3 		$164K Buy
2,146
+362
+20% +$26.6K ﹤0.01% 1207
2024
Q2 		$126K Buy
1,784
+1,152
+182% +$80.2K ﹤0.01% 970
2024
Q1 		$44.7K Buy
+632
New +$42.5K ﹤0.01% 754
2013
Q3 		– Sell
-1,096
Closed -$33K – 743
2013
Q2 		$33K Buy
+1,096
New +$33.3K ﹤0.01% 371

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
6F
626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
PFG
Pinnacle Financial Group Western Springs, Illinois $410M AUM 20.67% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

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

Jones Financial Companies increased its WisdomTree US Total Dividend Fund (DTD) stake by 17% in Q2 2026, buying an estimated $206K and bringing the position to 15,386 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #1712.

Jones Financial Companies first reported a position in DTD in Q2 2013 and has held it in 11 quarters since. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

  • Jones Financial Companies held 15,386 shares of WisdomTree US Total Dividend Fund worth $1.44M as of Q2 2026.
  • Jones Financial Companies bought 2,257 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $206K.
  • WisdomTree US Total Dividend Fund made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1712 holding.
  • Jones Financial Companies first reported a position in WisdomTree US Total Dividend Fund in Q2 2013 and has held it in 11 quarters since.
  • 211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

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