KFI
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Key Financial Inc’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Key Financial Inc’s Portfolio DLS Stock Details DLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$32.6K Hold
400
– – 0.01% 622
2025
Q4 		$32.4K Hold
400
– – 0.01% 618
2025
Q3 		$31.8K Hold
400
– – 0.01% 605
2025
Q2 		$30K Hold
400
– – 0.01% 594
2025
Q1 		$26.4K Hold
400
– – 0.01% 593
2024
Q4 		$25.2K Hold
400
– – 0.01% 601
2024
Q3 		$27.6K Hold
400
– – 0.01% 582
2024
Q2 		$25.4K Hold
400
– – 0.01% 592
2024
Q1 		$26.1K Hold
400
– – 0.01% 560
2023
Q4 		$25.5K Hold
400
– – 0.01% 541
2023
Q3 		$23K Hold
400
– – 0.01% 541
2023
Q2 		$23.8K Hold
400
– – 0.01% 541
2023
Q1 		$24.4K Buy
+400
New +$24.5K 0.01% 506

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SC
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BW
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Bank of America
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LI
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.24B AUM 32.85% 1-Year Est. Return