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
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