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IHDGIHDG
9 quarters

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

JONES FINANCIAL COMPANIES LLLP holds 133,393 shares of IHDG (WISDOMTREE TR), worth $6.9M as of 2026-Q2. The position was increased (+4.7% shares). IHDG represents 0.0% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$6.9M

Current Shares

133,393

Total Value Change

+$6.5M

Total Shares Change

+123,007

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
133,393
+4.7%
$6.9M0.0%$52.25
29
2026-Q1
Increased
127,390
+3.6%
$6M0.0%$47.40
28
2025-Q4
Increased
122,910
+7.2%
$6M0.0%$47.86
29
2025-Q3
Increased
114,640
+6.3%
$5.2M0.0%$45.26
29
2025-Q2
Increased
107,892
+40.2%
$4.9M0.0%$44.10
36
2025-Q1
Increased
76,954
+42.6%
$3.4M0.0%$41.86
36
2024-Q4
Increased
53,964
+82.6%
$2.3M0.0%$41.93
40
2024-Q3
Increased
29,559
+184.6%
$1.4M0.0%$43.67
41
2024-Q2
New
10,386
-
$473,5200.0%$43.46
33

Other major holders of IHDG: MORGAN STANLEY, LPL Financial LLC

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