Key F Inancial Inc Wisdomtree Tr Transaction History

Key F Inancial Inc

$529 Million
Q3 2025

A detailed history of Key F Inancial Inc transactions in Wisdomtree Tr stock. As of the latest transaction made, Key F Inancial Inc holds 55,509 shares of DWM stock, worth $3.73 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

55,509

Previous 53,606 3.55%

Holding current value

$3.73 Million

Previous $3.41 Million 7.87%

% of portfolio

0.7%

Previous 0.7%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$62.79 - $66.96 $119,489 - $127,424	1,903 Added 3.55%	55,509 $3.68 Million
Q2 2025 Aug 05, 2025	SELL	$52.06 - $63.91 $36,129 - $44,353	-694 Reduced 1.28%	53,606 $3.41 Million
Q1 2025 May 01, 2025	BUY	$52.19 - $59.86 $444,502 - $509,827	8,517 Added 18.6%	54,300 $3.16 Million
Q4 2024 Jan 31, 2025	BUY	$52.54 - $57.11 $118,950 - $129,297	2,264 Added 5.2%	45,783 $2.41 Million
Q3 2024 Oct 29, 2024	BUY	$52.24 - $58.1 $210,788 - $234,433	4,035 Added 10.22%	43,519 $2.5 Million

Q2 2024 Jul 29, 2024	BUY	$52.54 - $56.44 $140,334 - $150,751	2,671 Added 7.26%	39,484 $2.12 Million
Q1 2024 May 13, 2024	BUY	$50.94 - $55.08 $72,895 - $78,819	1,431 Added 4.04%	36,813 $2.02 Million
Q4 2023 Jan 31, 2024	BUY	$46.5 - $52.58 $3,720 - $4,206	80 Added 0.23%	35,382 $1.86 Million
Q3 2023 Nov 01, 2023	BUY	$48.13 - $51.79 $67,141 - $72,247	1,395 Added 4.11%	35,302 $1.71 Million
Q2 2023 Jul 28, 2023	BUY	$48.54 - $51.63 $16,163 - $17,192	333 Added 0.99%	33,907 $1.7 Million
Q1 2023 May 02, 2023	BUY	$47.34 - $51.12 $125,024 - $135,007	2,641 Added 8.54%	33,574 $1.67 Million
Q3 2022 Oct 28, 2022	SELL	$39.86 - $47.65 $18,216 - $21,776	-457 Reduced 1.46%	30,933 $1.24 Million
Q2 2022 Jul 26, 2022	SELL	$45.44 - $53.31 $13,813 - $16,206	-304 Reduced 0.96%	31,390 $1.43 Million
Q1 2022 Apr 27, 2022	SELL	$48.63 - $55.69 $380,383 - $435,607	-7,822 Reduced 19.79%	31,694 $1.67 Million
Q4 2021 Jan 19, 2022	BUY	$51.6 - $54.8 $129,051 - $137,054	2,501 Added 6.76%	39,516 $2.14 Million
Q3 2021 Nov 01, 2021	BUY	$52.87 - $56.39 $72,379 - $77,197	1,369 Added 3.84%	37,015 $1.96 Million
Q2 2021 Aug 02, 2021	BUY	$53.08 - $56.66 $1.36 Million - $1.45 Million	25,574 Added 253.91%	35,646 $1.97 Million
Q1 2021 Apr 30, 2021	BUY	$50.35 - $53.3 $293,188 - $310,365	5,823 Added 137.04%	10,072 $530,000
Q4 2020 Jan 29, 2021	BUY	$43.68 - $50.9 $185,596 - $216,274	4,249 New	4,249 $215,000
Q2 2020 Aug 07, 2020	SELL	$37.7 - $47.21 $110,687 - $138,608	-2,936 Closed	0 $0
Q1 2020 May 05, 2020	BUY	$34.55 - $53.86 $101,438 - $158,132	2,936 New	2,936 $116,000

Others Institutions Holding DWM

# of Institutions

141

Shares Held

5.53M

Call Options Held

Put Options Held

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About WISDOMTREE TR

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Key F Inancial Inc Wisdomtree Tr Transaction History