Key Financial Inc
Position in AIVL — WisdomTree U.S. AI Enhanced Value Fund
CIK 1801720
WEST CHESTER, PA
All Filings in AIVL
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 AIVL | $212,674 | 1,838 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 AIVL | $211,333 | 1,838 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 AIVL | $209,932 | 1,837 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 AIVL | $207,691 | 1,837 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 AIVL | $224,211 | 2,042 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 AIVL | $240,522 | 2,258 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 AIVL | $251,204 | 2,257 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 AIVL | $225,148 | 2,256 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 AIVL | $229,513 | 2,255 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 AIVL | $216,254 | 2,255 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 AIVL | $200,515 | 2,254 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 AIVL | $215,703 | 2,306 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 AIVL | $211,276 | 2,305 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 AIVL | $217,015 | 2,364 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 AIVL | $192,973 | 2,364 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 AIVL | $209,692 | 2,363 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 AIVL | $233,880 | 2,361 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 AIVL | $238,767 | 2,361 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 AIVL | $221,792 | 2,360 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 AIVL | $229,412 | 2,359 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 AIVL | $226,602 | 2,403 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 AIVL | $201,203 | 2,403 | Shares | Sole | 2021-01-29 | |
| 2020-03-31 AIVL | $157,276 | 2,435 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||