DOL — WISDOMTREE TR

Ownership history in Key FInancial Inc  ·  25 quarters on record

This page tracks every 13F SEC filing in which Key FInancial Inc reported a position in WISDOMTREE TR (DOL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
8.4% (2020 Q1)
Avg. % of fund
3.87%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 320,216 -1,540 -0.5% 3.85% $21.1M $65.85
2025 Q3 ADDED 321,756 +677 +0.2% 3.73% $20.2M $61.89
2025 Q2 ADDED 321,079 +16,916 +5.6% 3.85% $19.1M $58.97
2025 Q1 ADDED 304,163 +7,246 +2.4% 3.64% $16.8M $53.62
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DOL price (monthly, adj. close)

Other funds also holding DOL

As of 2025 Q4 — sorted by position size

Powers Advisory Group, LLC 3Y 2.09% Cascade Financial Partners, LLC 1.62% Evernest Financial Advisors, LLC 1.41% Strategic Financial Concepts, LLC 0.73% BIP Wealth, LLC 0.72% First Heartland Consultants, Inc. 3Y 7Y 0.37% TopTier Wealth Management, LLC 0.34% Avidian Wealth Enterprises, LLC 3Y 7Y 0.29% Meridian Financial Partners LLC 3Y 7Y 0.21% Frazier Financial Advisors, LLC 0.16%
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