Jones Financial Companies’s WisdomTree International Equity Fund DWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $418K | Hold |
6,594
| – | – | ﹤0.01% | 1338 |
|
|
2025
Q1 | $385K | Buy |
6,594
+2,351
| +55% | +$137K | ﹤0.01% | 1230 |
|
|
2024
Q4 | $224K | Buy |
4,243
+2,143
| +102% | +$113K | ﹤0.01% | 1304 |
|
|
2024
Q3 | $122K | Buy |
2,100
+1,750
| +500% | +$101K | ﹤0.01% | 1328 |
|
|
2024
Q2 | $18.8K | Buy |
+350
| New | +$18.8K | ﹤0.01% | 1559 |
|
|
2013
Q3 | – | Sell |
-213
| Closed | -$10K | – | 745 |
|
|
2013
Q2 | $10K | Buy |
+213
| New | +$10K | ﹤0.01% | 589 |
|