Key Financial Inc’s WisdomTree International Equity Fund DWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.41M | Sell |
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|
2025
Q1 | $3.16M | Buy |
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|
2024
Q4 | $2.41M | Buy |
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|
2024
Q3 | $2.5M | Buy |
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|
2024
Q2 | $2.12M | Buy |
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|
2024
Q1 | $2.02M | Buy |
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|
2023
Q4 | $1.86M | Buy |
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|
2023
Q3 | $1.71M | Buy |
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|
2023
Q2 | $1.7M | Buy |
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|
2023
Q1 | $1.67M | Buy |
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|
2022
Q4 | $1.24M | Hold |
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|
2022
Q3 | $1.24M | Sell |
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|
2022
Q2 | $1.43M | Sell |
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|
2022
Q1 | $1.67M | Sell |
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|
2021
Q4 | $2.14M | Buy |
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|
2021
Q3 | $1.96M | Buy |
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|
2021
Q2 | $1.97M | Buy |
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|
2021
Q1 | $530K | Buy |
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|
2020
Q4 | $215K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $116K | Buy |
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