KFI
DTD icon

Key Financial Inc’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Key Financial Inc’s Portfolio DTD Stock Details DTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.64M Buy
17,587
+700
+4% +$63.9K 0.27% 68
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

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
6F
626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
PFG
Pinnacle Financial Group Western Springs, Illinois $410M AUM 20.67% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Key Financial Inc's DTD Position: Q2 2026 in Review

Key Financial Inc increased its WisdomTree US Total Dividend Fund (DTD) stake by 4.1% in Q2 2026, buying an estimated $63.9K and bringing the position to 17,587 shares worth $1.64M. The position accounts for 0.27% of the portfolio, ranked #68.

Key Financial Inc first reported a position in DTD in Q1 2020 and has held it in 24 quarters since. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

  • Key Financial Inc held 17,587 shares of WisdomTree US Total Dividend Fund worth $1.64M as of Q2 2026.
  • Key Financial Inc bought 700 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $63.9K.
  • WisdomTree US Total Dividend Fund made up 0.27% of Key Financial Inc's portfolio in Q2 2026, its #68 holding.
  • Key Financial Inc first reported a position in WisdomTree US Total Dividend Fund in Q1 2020 and has held it in 24 quarters since.
  • 211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.