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WisdomTree SmallCap Dividend Fund shares owned by Key FInancial

Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Key FInancial from 13F filings

Historical chart of Key FInancial investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Dividend Fund held by Key FInancial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Key FInancial

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.9M 171k 34.49
2024-06-30 $5.3M 169k 31.15
2024-03-31 $5.2M 160k 32.17
2023-12-31 $5.2M 160k 32.17
2023-09-30 $4.1M 147k 28.20
2023-06-30 $4.0M 140k 28.79
2023-03-31 $4.0M 139k 28.56
2022-12-31 $3.5M 137k 25.74
2022-09-30 $3.5M 137k 25.74
2022-06-30 $3.8M 134k 28.58
2022-03-31 $4.4M 137k 31.87
2021-12-31 $4.1M 125k 32.86
2021-09-30 $3.7M 121k 30.83
2021-06-30 $3.6M 114k 31.44
2021-03-31 $3.5M 111k 31.15
2020-12-31 $2.5M 93k 26.60
2020-09-30 $1.7M 79k 21.08
2020-06-30 $1.5M 70k 20.93
2020-03-31 $646k 36k 18.07
2019-12-31 $1.3M 47k 28.67