WISDOMTREE TR

Ticker: DOL CUSIP: 97717W794 Class: ETF

Key Financial Inc's Holding History (CIK: 0001801720)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 320,216 Value ($000) $21,086 Avg Close — Range —
Q3 2025
Shares 321,756 Value ($000) $20,203 Avg Close — Range —
Q2 2025
Shares 321,079 Value ($000) $19,126 Avg Close — Range —
Q1 2025
Shares 304,163 Value ($000) $16,750 Avg Close — Range —
Q4 2024
Shares 296,917 Value ($000) $14,680 Avg Close — Range —
Q3 2024
Shares 283,265 Value ($000) $15,287 Avg Close — Range —
Q2 2024
Shares 280,443 Value ($000) $14,224 Avg Close — Range —
Q1 2024
Shares 273,410 Value ($000) $14,139 Avg Close — Range —
Q4 2023
Shares 270,510 Value ($000) $13,325 Avg Close — Range —
Q3 2023
Shares 262,488 Value ($000) $11,975 Avg Close — Range —
Q2 2023
Shares 256,992 Value ($000) $12,122 Avg Close — Range —
Q1 2023
Shares 256,508 Value ($000) $11,979 Avg Close — Range —
Q4 2022
Shares 243,966 Value ($000) $9,129 Avg Close — Range —
Q3 2022
Shares 243,966 Value ($000) $9,129 Avg Close — Range —
Q2 2022
Shares 188,681 Value ($000) $7,889 Avg Close — Range —
Q1 2022
Shares 172,440 Value ($000) $8,382 Avg Close — Range —
Q4 2021
Shares 159,007 Value ($000) $7,857 Avg Close — Range —
Q3 2021
Shares 139,880 Value ($000) $6,650 Avg Close — Range —
Q2 2021
Shares 127,122 Value ($000) $6,332 Avg Close — Range —
Q1 2021
Shares 111,413 Value ($000) $5,273 Avg Close — Range —
Q4 2020
Shares 92,120 Value ($000) $4,231 Avg Close — Range —
Q3 2020
Shares 76,950 Value ($000) $3,180 Avg Close — Range —
Q2 2020
Shares 70,783 Value ($000) $2,896 Avg Close — Range —
Q1 2020
Shares 222,298 Value ($000) $8,189 Avg Close — Range —
Q4 2019
Shares 43,574 Value ($000) $2,135 Avg Close — Range —