Key Financial Inc
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Key Financial Inc’s WisdomTree Global ex-U.S. Quality Growth Fund DNL Stock Holding History

Key Financial Inc’s Portfolio DNL Stock Details DNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$19.8M Sell
444,492
-7,776
-2% -$355K 3.23% 3
2026
Q2 		$20.9M Sell
452,268
-10,564
-2% -$468K 3.42% 3
2026
Q1 		$18.7M Buy
462,832
+10,621
+2% +$451K 3.33% 3
2025
Q4 		$18.6M Sell
452,211
-521
-0.1% -$21.3K 3.4% 3
2025
Q3 		$18.6M Buy
452,732
+20,011
+5% +$797K 3.43% 3
2025
Q2 		$17.4M Sell
432,721
-477
-0.1% -$17.9K 3.51% 3
2025
Q1 		$15.5M Sell
433,198
-2,496
-0.6% -$92.4K 3.36% 4
2024
Q4 		$15.7M Buy
435,694
+8,323
+2% +$313K 3.56% 2
2024
Q3 		$16.8M Sell
427,371
-9,742
-2% -$380K 3.72% 3
2024
Q2 		$17.1M Buy
437,113
+32,760
+8% +$1.27M 4.09% 2
2024
Q1 		$15.7M Buy
404,353
+13,078
+3% +$488K 4.01% 3
2023
Q4 		$14.5M Sell
391,275
-1,114
-0.3% -$38.3K 3.96% 3
2023
Q3 		$13.1M Sell
392,389
-520
-0.1% -$18.3K 4.43% 2
2023
Q2 		$14.1M Buy
392,909
+12,702
+3% +$453K 4.66% 2
2023
Q1 		$13.5M Buy
380,207
+63,230
+20% +$2.19M 4.92% 2
2022
Q4 		$8.71M Hold
316,977
– – 4.12% 3
2022
Q3 		$8.71M Buy
316,977
+107,266
+51% +$3.37M 4.1% 3
2022
Q2 		$6.57M Buy
209,711
+91,440
+77% +$3.26M 3.56% 5
2022
Q1 		$4.7M Buy
118,271
+35,553
+43% +$1.44M 2.34% 7
2021
Q4 		$3.6M Buy
82,718
+50,735
+159% +$2.13M 1.81% 11
2021
Q3 		$1.29M Buy
31,983
+4,993
+18% +$212K 0.73% 27
2021
Q2 		$1.14M Buy
26,990
+6,560
+32% +$269K 0.64% 26
2021
Q1 		$793K Buy
20,430
+14,932
+272% +$585K 0.52% 31
2020
Q4 		$209K Buy
+5,498
New +$195K 0.16% 118

Other funds holding DNL

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
ShoreHaven Wealth Partners
ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Well Done LLC
Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return
Michels Family Financial
Michels Family Financial Fort Worth, Texas $162M AUM 19.35% 1-Year Est. Return
Breakwater Capital Group
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Key Financial Inc's DNL Position: Q3 2026 in Review

Key Financial Inc reduced its WisdomTree Global ex-U.S. Quality Growth Fund (DNL) stake by 1.7% in Q3 2026, selling an estimated $355K and leaving 444,492 shares worth $19.8M. The position accounts for 3.23% of the portfolio, ranked #3.

Key Financial Inc first reported a position in DNL in Q4 2020 and has held it in 24 quarters since. The position peaked at $20.9M in Q2 2026. 52 funds tracked by Wall St. Rank hold DNL as of Q3 2026.

  • Key Financial Inc held 444,492 shares of WisdomTree Global ex-U.S. Quality Growth Fund worth $19.8M as of Q3 2026.
  • Key Financial Inc sold 7,776 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q3 2026, an estimated $355K.
  • WisdomTree Global ex-U.S. Quality Growth Fund made up 3.23% of Key Financial Inc's portfolio in Q3 2026, its #3 holding.
  • Key Financial Inc first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q4 2020 and has held it in 24 quarters since.
  • Key Financial Inc's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $20.9M in Q2 2026.
  • 52 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.