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
2026 Q1	$1.46M	Buy	16,887 +2,155	+15%	+$189K	0.26%	74
2025 Q4	$1.25M	Buy	14,732 +289	+2%	+$24.3K	0.23%	84
2025 Q3	$1.22M	Buy	14,443 +6,500	+82%	+$533K	0.22%	84
2025 Q2	$632K	Sell	7,943 -1,491	-16%	-$113K	0.13%	138
2025 Q1	$726K	Buy	9,434 +955	+11%	+$74.2K	0.16%	119
2024 Q4	$643K	Buy	8,479 +1,983	+31%	+$155K	0.15%	125
2024 Q3	$498K	Buy	6,496 +872	+16%	+$64.2K	0.11%	156
2024 Q2	$398K	Buy	5,624 +384	+7%	+$26.7K	0.1%	164
2024 Q1	$371K	Buy	5,240 +16	+0.3%	+$1.08K	0.09%	169
2023 Q4	$342K	Buy	5,224 +24	+0.5%	+$1.48K	0.09%	162
2023 Q3	$313K	Sell	5,200 -153	-3%	-$9.56K	0.11%	154
2023 Q2	$332K	Buy	5,353 +20	+0.4%	+$1.21K	0.11%	152
2023 Q1	$323K	Buy	5,333 +1,804	+51%	+$110K	0.12%	144
2022 Q4	$191K	Hold	3,529	–	–	0.09%	169
2022 Q3	$191K	Buy	3,529 +24	+0.7%	+$1.43K	0.09%	171
2022 Q2	$205K	Buy	3,505 +32	+0.9%	+$1.97K	0.11%	144
2022 Q1	$224K	Buy	3,473 +5	+0.1%	+$318	0.11%	147
2021 Q4	$225K	Buy	3,468 +20	+0.6%	+$1.25K	0.11%	142
2021 Q3	$202K	Buy	3,448 +12	+0.3%	+$726	0.11%	148
2021 Q2	$207K	Sell	3,436 -256	-7%	-$15.1K	0.12%	150
2021 Q1	$209K	Buy	3,692 +16	+0.4%	+$866	0.14%	134
2020 Q4	$193K	Buy	+3,676	New	+$183K	0.14%	124
2020 Q2	–	Sell	-3,598	Closed	-$144K	–	222
2020 Q1	$144K	Buy	+3,598	New	+$174K	0.15%	117