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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
2025-09-30 $76k 666 113.71
2025-06-30 $84k 749 112.56
2025-03-31 $74k 676 109.06
2024-12-31 $63k 587 106.49
2024-09-30 $65k 585 111.05
2020-12-31 $8.0k 99 80.81