KFI
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Key Financial Inc’s WisdomTree International Equity Fund DWM Stock Holding History

Key Financial Inc’s Portfolio DWM Stock Details DWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.59M Sell
62,725
-1,083
-2% -$79.5K 0.75% 33
2026
Q1 		$4.46M Buy
63,808
+3,515
+6% +$252K 0.79% 30
2025
Q4 		$4.15M Buy
60,293
+4,784
+9% +$321K 0.76% 31
2025
Q3 		$3.7M Buy
55,509
+1,903
+4% +$124K 0.68% 34
2025
Q2 		$3.41M Sell
53,606
-694
-1% -$42.1K 0.69% 32
2025
Q1 		$3.16M Buy
54,300
+8,517
+19% +$480K 0.69% 33
2024
Q4 		$2.41M Buy
45,783
+2,264
+5% +$124K 0.55% 40
2024
Q3 		$2.5M Buy
43,519
+4,035
+10% +$225K 0.55% 38
2024
Q2 		$2.12M Buy
39,484
+2,671
+7% +$146K 0.51% 41
2024
Q1 		$2.02M Buy
36,813
+1,431
+4% +$75.7K 0.51% 41
2023
Q4 		$1.86M Buy
35,382
+80
+0.2% +$3.95K 0.51% 44
2023
Q3 		$1.71M Buy
35,302
+1,395
+4% +$69.7K 0.58% 35
2023
Q2 		$1.7M Buy
33,907
+333
+1% +$16.8K 0.56% 36
2023
Q1 		$1.67M Buy
33,574
+2,641
+9% +$131K 0.61% 31
2022
Q4 		$1.24M Hold
30,933
– – 0.59% 37
2022
Q3 		$1.24M Sell
30,933
-457
-1% -$20.5K 0.58% 37
2022
Q2 		$1.43M Sell
31,390
-304
-1% -$15.1K 0.77% 25
2022
Q1 		$1.67M Sell
31,694
-7,822
-20% -$416K 0.83% 25
2021
Q4 		$2.14M Buy
39,516
+2,501
+7% +$134K 1.07% 19
2021
Q3 		$1.96M Buy
37,015
+1,369
+4% +$75.5K 1.11% 19
2021
Q2 		$1.97M Buy
35,646
+25,574
+254% +$1.41M 1.1% 18
2021
Q1 		$530K Buy
10,072
+5,823
+137% +$304K 0.35% 61
2020
Q4 		$215K Buy
+4,249
New +$204K 0.16% 114
2020
Q2 		– Sell
-2,936
Closed -$116K – 225
2020
Q1 		$116K Buy
+2,936
New +$141K 0.12% 137

Other funds holding DWM

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
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Key Financial Inc reduced its WisdomTree International Equity Fund (DWM) stake by 1.7% in Q2 2026, selling an estimated $79.5K and leaving 62,725 shares worth $4.59M. The position accounts for 0.75% of the portfolio, ranked #33.

Key Financial Inc first reported a position in DWM in Q1 2020 and has held it in 24 quarters since. 134 funds tracked by Wall St. Rank hold DWM as of Q2 2026.

  • Key Financial Inc held 62,725 shares of WisdomTree International Equity Fund worth $4.59M as of Q2 2026.
  • Key Financial Inc sold 1,083 WisdomTree International Equity Fund shares in Q2 2026, an estimated $79.5K.
  • WisdomTree International Equity Fund made up 0.75% of Key Financial Inc's portfolio in Q2 2026, its #33 holding.
  • Key Financial Inc first reported a position in WisdomTree International Equity Fund in Q1 2020 and has held it in 24 quarters since.
  • 134 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2026.

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