Key Financial Inc DNL Holdings History
Key Financial Inc's WisdomTree Global ex-U.S. Quality Dividend Growth Fund Holding Summary
As of 2025-03-31, Key Financial Inc held 433,198.00 shares of WisdomTree Global ex-U.S. Quality Dividend Growth Fund(DNL), totaling $15.45 Mil. This investment constitutes 3.36% of their stock portfolio, and Key Financial Inc now holds 3.44% of the outstanding WisdomTree Global ex-U.S. Quality Dividend Growth Fund(DNL) stock.
The initial trade took place in 2020Q4. And since then Key Financial Inc has made 13 purchases of DNL, at an average price of $35.83, for a total of 447,070.00 shares. In addition, there have been 4 sales at an average price of $38.17 for 13,872.00 shares. Based on historical transaction data and DNL's current price of $40.51, Key Financial Inc's estimated gain on his DNL holdings is $2.06 Mil, reflecting a 12.86% gain to date.
Key Financial Inc DNL ($40.51) Holding Chart
Key Financial Inc DNL ($40.51) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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