Back to JONES FINANCIAL COMPANIES LLLP JONES FINANCIAL COMPANIES LLLP

EPSEPS
Showing 8 of 10 quarters

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

JONES FINANCIAL COMPANIES LLLP holds 60,129 shares of EPS (WISDOMTREE TR), worth $4.6M as of 2026-Q2. The position was increased (+19.4% shares). EPS represents 0.0% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$4.6M

Current Shares

60,129

Total Value Change

+$4.2M

Total Shares Change

+52,816

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
60,129
+19.4%
$4.6M0.0%$77.79
32
2026-Q1
Increased
50,379
+7.1%
$3.3M0.0%$70.75
28
2025-Q4
Increased
47,031
+67.8%
$3.3M0.0%$71.37
39
2025-Q3
Increased
28,024
+39.1%
$1.9M0.0%$68.51
34
2025-Q2
Increased
20,146
+42.7%
$1.3M0.0%$63.34
34
2025-Q1
Increased
14,118
+65.0%
$831,1270.0%$58.26
36
2024-Q4
Increased
8,559
+17.0%
$523,6400.0%$60.54
28
2024-Q3
Increased
7,313
+103.0%
$436,6590.0%$58.67
39

Other major holders of EPS: Steward Partners Investment Advisory, LLC, LPL Financial LLC

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