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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
6F
626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
PFG
Pinnacle Financial Group Western Springs, Illinois $365M AUM 17.56% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Jones Financial Companies's DTD Position: Q1 2026 in Review

Jones Financial Companies increased its WisdomTree US Total Dividend Fund (DTD) stake by 8.6% in Q1 2026, buying an estimated $91.5K and bringing the position to 13,129 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1672.

Jones Financial Companies first reported a position in DTD in Q2 2013 and has held it in 10 quarters since. 210 funds tracked by Wall St. Rank hold DTD as of Q1 2026.

  • Jones Financial Companies held 13,129 shares of WisdomTree US Total Dividend Fund worth $1.11M as of Q1 2026.
  • Jones Financial Companies bought 1,042 WisdomTree US Total Dividend Fund shares in Q1 2026, an estimated $91.5K.
  • WisdomTree US Total Dividend Fund made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1672 holding.
  • Jones Financial Companies first reported a position in WisdomTree US Total Dividend Fund in Q2 2013 and has held it in 10 quarters since.
  • 210 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.