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.
| 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 |
| 2024 Q4 | ADDED | 296,917 | +13,652 | +4.8% | 3.34% | $14.7M | $47.94 |
| 2024 Q3 | ADDED | 283,265 | +2,822 | +1.0% | 3.38% | $15.3M | $51.98 |
| 2024 Q2 | ADDED | 280,443 | +9,933 | +3.7% | 3.41% | $14.2M | $48.63 |
| 2024 Q1 | UNCHANGED | 270,510 | — | 0% | 3.64% | $13.3M | $48.65 |
| 2023 Q4 | ADDED | 270,510 | +8,022 | +3.1% | 3.64% | $13.3M | $46.07 |
| 2023 Q3 | ADDED | 262,488 | +5,496 | +2.1% | 4.04% | $12.0M | $42.38 |
As of 2025 Q4 — sorted by position size