Key Financial Inc DWM Holdings History
Key Financial Inc's WisdomTree International Equity Fund Holding Summary
As of 2025-03-31, Key Financial Inc held 54,300.00 shares of WisdomTree International Equity Fund(DWM), totaling $3.16 Mil. This investment constitutes 0.69% of their stock portfolio, and Key Financial Inc now holds 0.6% of the outstanding WisdomTree International Equity Fund(DWM) stock.
The initial trade took place in 2020Q1. And since then Key Financial Inc has made 15 purchases of DWM, at an average price of $53.36, for a total of 65,819.00 shares. In addition, there have been 4 sales at an average price of $49.70 for 11,519.00 shares. Based on historical transaction data and DWM's current price of $63.60, Key Financial Inc's estimated gain on his DWM holdings is $513,865.52, reflecting a 14.63% gain to date.
Key Financial Inc DWM ($63.60) Holding Chart
Key Financial Inc DWM ($63.60) 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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