DWM — WISDOMTREE TR

Ownership history in Key FInancial Inc  ·  22 quarters on record

This page tracks every 13F SEC filing in which Key FInancial Inc reported a position in WISDOMTREE TR (DWM). 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
1.11% (2021 Q3)
Avg. % of fund
0.63%
First filed
2020 Q1
Last filed
2025 Q4
Quarters held
22
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 60,293 +4,784 +8.6% 0.76% $4.1M $68.76
2025 Q3 ADDED 55,509 +1,903 +3.5% 0.68% $3.7M $65.78
2025 Q2 REDUCED 53,606 -694 -1.3% 0.69% $3.4M $62.83
2025 Q1 ADDED 54,300 +8,517 +18.6% 0.69% $3.2M $56.50
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DWM price (monthly, adj. close)

Other funds also holding DWM

As of 2025 Q4 — sorted by position size

LRI Investments, LLC 2.15% Smallwood Wealth Investment Management, LLC 3Y 2.07% TopTier Wealth Management, LLC 1.5% MOLLER WEALTH PARTNERS 3Y 7Y 1.48% Frazier Financial Advisors, LLC 0.71% Brightwater Advisory LLC 0.53% TOBIAS FINANCIAL ADVISORS, INC. 3Y 0.51% NewSquare Capital LLC 3Y 7Y 0.45% Shakespeare Wealth Management, LLC 3Y 7Y 0.43% Kondo Wealth Advisors, Inc. 0.42%
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