Jones Financial Companies’s WisdomTree International Equity Fund DWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$458K Buy
2025
Q2
$418K Hold
2025
Q1
$385K Buy
2024
Q4
$224K Buy
2024
Q3
$122K Buy
2024
Q2
$18.8K Buy
2013
Q3
Sell
2013
Q2
$10K Buy