Jones Financial Companies
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Jones Financial Companies’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Jones Financial Companies’s Portfolio EES Stock Details EES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$58.3K Buy
1,144
+125
+12% +$6.37K ﹤0.01% 2165
2025
Q1 		$49.9K Buy
1,019
+257
+34% +$12.6K ﹤0.01% 2064
2024
Q4 		$41.1K Buy
762
+104
+16% +$5.61K ﹤0.01% 1952
2024
Q3 		$34.5K Buy
+658
New +$34.5K ﹤0.01% 1769