Ownership history in Key FInancial Inc · 21 quarters on record
This page tracks every 13F SEC filing in which Key FInancial Inc reported a position in WISDOMTREE TR (EES). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 284,006 | +8,562 | +3.1% | 2.95% | $16.2M | $56.93 |
| 2025 Q3 | ADDED | 275,444 | +19,934 | +7.8% | 2.85% | $15.4M | $55.68 |
| 2025 Q2 | REDUCED | 255,510 | -61,376 | -19.4% | 2.62% | $13.0M | $50.60 |
| 2025 Q1 | ADDED | 316,886 | +315,600 | +24541.2% | 3.37% | $15.5M | $48.30 |
| 2024 Q4 | UNCHANGED | 1,286 | — | 0% | 0.02% | $69K | $53.21 |
| 2024 Q3 | UNCHANGED | 1,286 | — | 0% | 0.01% | $68K | $51.83 |
| 2024 Q2 | ADDED | 1,286 | +1,141 | +786.9% | 0.01% | $61K | $46.15 |
| 2024 Q1 | UNCHANGED | 145 | — | 0% | 0.00% | $7K | $48.87 |
| 2023 Q4 | UNCHANGED | 145 | — | 0% | 0.00% | $7K | $48.43 |
| 2023 Q3 | UNCHANGED | 145 | — | 0% | 0.00% | $6K | $41.93 |
As of 2025 Q4 — sorted by position size