Jones Financial Companies’s WisdomTree US Value Fund WTV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$23.4K Buy
272
+42
+18% +$3.61K ﹤0.01% 2524
2025
Q1
$18.7K Buy
+230
New +$18.7K ﹤0.01% 2462