Back to JONES FINANCIAL COMPANIES LLLP JONES FINANCIAL COMPANIES LLLP

DESDES
22 quarters

Position history for JONES FINANCIAL COMPANIES LLLPJONES FINANCIAL COMPANIES LLLP's holdings in WISDOMTREE US SMALLCAP DIVID

JONES FINANCIAL COMPANIES LLLP holds 854,626 shares of DES (WISDOMTREE US SMALLCAP DIVID), worth $34.9M as of 2026-Q2. The position was increased (+12.1% shares). DES represents 0.0% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$34.9M

Current Shares

854,626

Total Value Change

+$34.8M

Total Shares Change

+853,261

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
854,626
+12.1%
$34.9M0.0%$40.64
32
2026-Q1
Increased
762,074
+11.9%
$27M0.0%$35.66
32
2025-Q4
Increased
681,131
+10.7%
$22.8M0.0%$33.10
32
2025-Q3
Decreased
615,472
-7.4%
$20.8M0.0%$33.03
0
2025-Q2
Increased
664,924
+79.0%
$21.2M0.0%$30.91
43
2025-Q1
Increased
371,521
+49.2%
$11.9M0.0%$30.85
38
2024-Q4
Increased
248,957
+32.9%
$8.6M0.0%$33.02
35
2024-Q3
Increased
187,387
+46.4%
$6.4M0.0%$32.88
37
2024-Q2
Increased
128,040
+85.9%
$4M0.0%$29.48
42
2024-Q1
Increased
68,863
+15.1%
$2.3M0.0%$30.64
30
2023-Q4
Increased
59,829
+2.0%
$1.9M0.0%$30.04
26
2023-Q3
Increased
58,680
+6.8%
$1.7M0.0%$26.11
27
2023-Q2
Increased
54,922
+18.7%
$1.6M0.0%$26.45
30
2023-Q1
Increased
46,256
+29.9%
$1.3M0.0%$26.03
32
2022-Q4
Increased
35,618
+37.7%
$1M0.0%$25.78
33
2022-Q3
Increased
25,866
+69.4%
$665,0000.0%$23.11
36
2022-Q2
Increased
15,270
+101.8%
$433,0000.0%$25.12
39
2022-Q1
Increased
7,567
+14.0%
$241,0000.0%$28.17
26
2021-Q4
Decreased
6,638
-5.6%
$218,0000.0%$28.96
0
2021-Q3
Increased
7,034
+137.2%
$217,0000.0%$26.88
37
2021-Q2
Increased
2,966
+117.3%
$95,0000.0%$27.61
35
2021-Q1
New
1,365
-
$43,0000.0%$26.83
28

Other major holders of DES: Steward Partners Investment Advisory, LLC, MORGAN STANLEY, BANK OF AMERICA CORP /DE/

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used