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

Jones Financial Companies’s Portfolio DWM Stock Details DWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$523K Buy
7,719
+550
+8% +$39.5K ﹤0.01% 2025
2025
Q4 		$493K Buy
7,169
+206
+3% +$13.8K ﹤0.01% 1520
2025
Q3 		$458K Buy
6,963
+369
+6% +$24K ﹤0.01% 1430
2025
Q2 		$418K Hold
6,594
– – ﹤0.01% 1338
2025
Q1 		$385K Buy
6,594
+2,351
+55% +$132K ﹤0.01% 1230
2024
Q4 		$224K Buy
4,243
+2,143
+102% +$118K ﹤0.01% 1304
2024
Q3 		$122K Buy
2,100
+1,750
+500% +$97.4K ﹤0.01% 1328
2024
Q2 		$18.8K Buy
+350
New +$19.2K ﹤0.01% 1559
2013
Q3 		– Sell
-213
Closed -$10K – 745
2013
Q2 		$10K Buy
+213
New +$10.4K ﹤0.01% 589

Other funds holding DWM

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
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Jones Financial Companies increased its WisdomTree International Equity Fund (DWM) stake by 7.7% in Q1 2026, buying an estimated $39.5K and bringing the position to 7,719 shares worth $523K. The position accounts for ﹤0.01% of the portfolio, ranked #2025.

Jones Financial Companies first reported a position in DWM in Q2 2013 and has held it in 9 quarters since. 131 funds tracked by Wall St. Rank hold DWM as of Q1 2026.

  • Jones Financial Companies held 7,719 shares of WisdomTree International Equity Fund worth $523K as of Q1 2026.
  • Jones Financial Companies bought 550 WisdomTree International Equity Fund shares in Q1 2026, an estimated $39.5K.
  • WisdomTree International Equity Fund made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2025 holding.
  • Jones Financial Companies first reported a position in WisdomTree International Equity Fund in Q2 2013 and has held it in 9 quarters since.
  • 131 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2026.

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