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Position history for JONES FINANCIAL COMPANIES LLLPJONES FINANCIAL COMPANIES LLLP's holdings in WISDOMTREE TR

JONES FINANCIAL COMPANIES LLLP holds 7,949 shares of DFJ (WISDOMTREE TR), worth $844,333 as of 2026-Q2. The position was increased (+13.9% shares). DFJ represents 0.0% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$844,333

Current Shares

7,949

Total Value Change

+$733,580

Total Shares Change

+6,567

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
7,949
+13.9%
$844,3330.0%$105.31
28
2026-Q1
Increased
6,980
+42.8%
$692,0580.0%$106.48
33
2025-Q4
Increased
4,889
+26.6%
$471,0540.0%$96.72
30
2025-Q3
Increased
3,861
+20.2%
$368,6100.0%$94.28
28
2025-Q2
Increased
3,213
+13.1%
$276,3240.0%$84.71
26
2025-Q1
Increased
2,842
+58.6%
$226,9340.0%$77.64
33
2024-Q4
Increased
1,792
+29.7%
$134,6510.0%$73.10
28
2024-Q3
Increased
1,382
+81.6%
$110,7530.0%$76.90
34

Other major holders of DFJ: Steward Partners Investment Advisory, LLC, FMR LLC

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