Key Financial Inc’s WisdomTree Global High Dividend Fund DEW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $143K | Hold |
2,509
| – | – | 0.03% | 324 |
|
|
2025
Q1 | $141K | Hold |
2,509
| – | – | 0.03% | 310 |
|
|
2024
Q4 | $131K | Buy |
2,509
+1,730
| +222% | +$90.5K | 0.03% | 310 |
|
|
2024
Q3 | $42.7K | Buy |
779
+63
| +9% | +$3.45K | 0.01% | 503 |
|
|
2024
Q2 | $35.8K | Buy |
716
+207
| +41% | +$10.4K | 0.01% | 523 |
|
|
2024
Q1 | $25.9K | Hold |
509
| – | – | 0.01% | 565 |
|
|
2023
Q4 | $24.8K | Hold |
509
| – | – | 0.01% | 550 |
|
|
2023
Q3 | $23.1K | Hold |
509
| – | – | 0.01% | 540 |
|
|
2023
Q2 | $23.7K | Hold |
509
| – | – | 0.01% | 542 |
|
|
2023
Q1 | $23.8K | Buy |
+509
| New | +$23.8K | 0.01% | 512 |
|