Jones Financial Companies, L.L »

WisdomTree Dividend ex-Fin Fund shares owned by Jones Financial Companies, L.L

Quarter-by-quarter ownership of WisdomTree Dividend ex-Fin Fund (AIVL) shares owned by Jones Financial Companies, L.L from 13F filings

Historical chart of Jones Financial Companies, L.L investment in WisdomTree Dividend ex-Fin Fund

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All positions including WisdomTree Dividend ex-Fin Fund held by Jones Financial Companies, L.L consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Dividend ex-Fin Fund by Jones Financial Companies, L.L

Quarter filed Position value Share count Share price at filing
2024-09-30 $65k 585 111.05
2020-12-31 $8.0k 99 80.81

More positions owned by Jones Financial Companies, L.L

Ishares Core Us Aggregate Bond ETFs (AGG)
Vanguard Index Tr ETFs (VTV)
Vanguard Index Tr ETFs (VUG)
Ishares Trust Core Msci Eafe ETFs (IEFA)
Ishares Core S&p 500 Etf ETFs (IVV)
Vanguard S&p 500 Etf ETFs (VOO)
Vanguard Index Trust ETFs (VV)
Vanguard Mid Cap Etf ETFs (VO)
Ishares Russell Midcap ETFs (IWR)
Vanguard Ftse Developed ETFs (VEA)
Ishares Russell 1000 ETFs (IWB)
Ishares Core Total Usd Bond ETFs (IUSB)
Ishares Russell 2000 ETFs (IWM)
Vanguard Index Trust ETFs (VB)
American Centy Etf Tr ETFs (AVDV)

View all positions for Jones Financial Companies, L.L

Top funds holding WisdomTree Dividend ex-Fin Fund

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Congress Wealth Management LLC / DE /
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Envestnet Asset Management
Holt Capital Advisors, L.L.C. dba Holt Capital Partners
Susquehanna International
WealthBridge Capital Management
Mercer Global Advisors
MAI Wealth Advisors
RMB Capital Management

View all funds holding WisdomTree Dividend ex-Fin Fund