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
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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 |
|---|---|---|---|
| 2025-09-30 | $5.5M | 163k | 33.70 |
| 2025-06-30 | $5.3M | 167k | 31.76 |
| 2025-03-31 | $5.7M | 178k | 31.96 |
| 2024-12-31 | $5.9M | 172k | 34.35 |
| 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 |
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