Key Financial Inc’s WisdomTree US Total Dividend Fund DTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $632K | Sell |
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|
2025
Q1 | $726K | Buy |
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|
2024
Q4 | $643K | Buy |
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|
2024
Q3 | $498K | Buy |
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|
2024
Q2 | $398K | Buy |
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|
2024
Q1 | $371K | Buy |
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|
2023
Q4 | $342K | Buy |
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|
2023
Q3 | $313K | Sell |
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|
2023
Q2 | $332K | Buy |
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|
2023
Q1 | $323K | Buy |
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|
2022
Q4 | $191K | Hold |
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|
2022
Q3 | $191K | Buy |
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|
2022
Q2 | $205K | Buy |
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|
2022
Q1 | $224K | Buy |
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|
2021
Q4 | $225K | Buy |
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|
2021
Q3 | $202K | Buy |
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|
2021
Q2 | $207K | Sell |
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|
2021
Q1 | $209K | Buy |
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|
2020
Q4 | $193K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $144K | Buy |
|