Jones Financial Companies’s WisdomTree US LargeCap Fund EPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
20,146
+6,028
| +43% | +$384K | ﹤0.01% | 913 |
|
|
2025
Q1 | $831K | Buy |
14,118
+5,559
| +65% | +$327K | ﹤0.01% | 934 |
|
|
2024
Q4 | $524K | Buy |
8,559
+1,246
| +17% | +$76.2K | ﹤0.01% | 979 |
|
|
2024
Q3 | $437K | Buy |
7,313
+3,711
| +103% | +$222K | ﹤0.01% | 869 |
|
|
2024
Q2 | $205K | Buy |
3,602
+3,232
| +874% | +$184K | ﹤0.01% | 827 |
|
|
2024
Q1 | $20.5K | Buy |
+370
| New | +$20.5K | ﹤0.01% | 901 |
|