Back to JONES FINANCIAL COMPANIES LLLP JONES FINANCIAL COMPANIES LLLP

DLSDLS
9 quarters

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

JONES FINANCIAL COMPANIES LLLP holds 22,048 shares of DLS (WISDOMTREE TR), worth $1.8M as of 2026-Q2. The position was increased (+2.2% shares). DLS represents 0.0% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$1.8M

Current Shares

22,048

Total Value Change

+$1.2M

Total Shares Change

+11,906

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
22,048
+2.2%
$1.8M0.0%$83.79
26
2026-Q1
Increased
21,565
+1.8%
$1.7M0.0%$85.43
26
2025-Q4
Increased
21,190
+5.7%
$1.7M0.0%$81.25
27
2025-Q3
Increased
20,040
+1.0%
$1.6M0.0%$78.29
26
2025-Q2
Increased
19,838
+2.5%
$1.5M0.0%$73.43
26
2025-Q1
Increased
19,346
+2.5%
$1.3M0.0%$64.38
26
2024-Q4
Increased
18,884
+15.9%
$1.2M0.0%$60.37
29
2024-Q3
Increased
16,296
+60.7%
$1.1M0.0%$65.36
36
2024-Q2
New
10,142
-
$643,3950.0%$59.68
34

Other major holders of DLS: Steward Partners Investment Advisory, LLC, Savant Capital, LLC

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