Key Financial Inc’s WisdomTree US Total Dividend Fund DTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $632K | Sell |
7,943
-1,491
| -16% | -$119K | 0.13% | 138 |
|
|
2025
Q1 | $726K | Buy |
9,434
+955
| +11% | +$73.5K | 0.16% | 119 |
|
|
2024
Q4 | $643K | Buy |
8,479
+1,983
| +31% | +$150K | 0.15% | 125 |
|
|
2024
Q3 | $498K | Buy |
6,496
+872
| +16% | +$66.9K | 0.11% | 156 |
|
|
2024
Q2 | $398K | Buy |
5,624
+384
| +7% | +$27.2K | 0.1% | 164 |
|
|
2024
Q1 | $371K | Buy |
5,240
+16
| +0.3% | +$1.13K | 0.09% | 169 |
|
|
2023
Q4 | $342K | Buy |
5,224
+24
| +0.5% | +$1.57K | 0.09% | 162 |
|
|
2023
Q3 | $313K | Sell |
5,200
-153
| -3% | -$9.21K | 0.11% | 154 |
|
|
2023
Q2 | $332K | Buy |
5,353
+20
| +0.4% | +$1.24K | 0.11% | 152 |
|
|
2023
Q1 | $323K | Buy |
5,333
+1,804
| +51% | +$109K | 0.12% | 144 |
|
|
2022
Q4 | $191K | Hold |
3,529
| – | – | 0.09% | 169 |
|
|
2022
Q3 | $191K | Buy |
3,529
+24
| +0.7% | +$1.3K | 0.09% | 171 |
|
|
2022
Q2 | $205K | Buy |
3,505
+32
| +0.9% | +$1.87K | 0.11% | 144 |
|
|
2022
Q1 | $224K | Buy |
3,473
+5
| +0.1% | +$322 | 0.11% | 147 |
|
|
2021
Q4 | $225K | Buy |
3,468
+20
| +0.6% | +$1.3K | 0.11% | 142 |
|
|
2021
Q3 | $202K | Buy |
3,448
+12
| +0.3% | +$703 | 0.11% | 148 |
|
|
2021
Q2 | $207K | Sell |
3,436
-256
| -7% | -$15.4K | 0.12% | 150 |
|
|
2021
Q1 | $209K | Buy |
3,692
+16
| +0.4% | +$906 | 0.14% | 134 |
|
|
2020
Q4 | $193K | Buy |
+3,676
| New | +$193K | 0.14% | 124 |
|
|
2020
Q2 | – | Sell |
-3,598
| Closed | -$144K | – | 222 |
|
|
2020
Q1 | $144K | Buy |
+3,598
| New | +$144K | 0.15% | 117 |
|