Key Financial Inc’s WisdomTree Global ex-U.S. Quality Growth Fund DNL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $18.6M | Buy |
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|
2025
Q2 | $17.4M | Sell |
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|
2025
Q1 | $15.5M | Sell |
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|
2024
Q4 | $15.7M | Buy |
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|
2024
Q3 | $16.8M | Sell |
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|
2024
Q2 | $17.1M | Buy |
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|
2024
Q1 | $15.7M | Buy |
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|
2023
Q4 | $14.5M | Sell |
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|
2023
Q3 | $13.1M | Sell |
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|
2023
Q2 | $14.1M | Buy |
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|
2023
Q1 | $13.5M | Buy |
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|
2022
Q4 | $8.71M | Hold |
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|
2022
Q3 | $8.71M | Buy |
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|
2022
Q2 | $6.57M | Buy |
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|
2022
Q1 | $4.7M | Buy |
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|
2021
Q4 | $3.6M | Buy |
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|
2021
Q3 | $1.29M | Buy |
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|
2021
Q2 | $1.14M | Buy |
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|
2021
Q1 | $793K | Buy |
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|
2020
Q4 | $209K | Buy |
|