Key Financial Inc
Position in DOL — WisdomTree True Developed International Fund
CIK 1801720
WEST CHESTER, PA
All Filings in DOL
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 DOL | $21,847,566 | 321,335 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 DOL | $21,086,223 | 320,216 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 DOL | $20,029,311 | 321,756 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 DOL | $19,126,676 | 321,079 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 DOL | $16,750,256 | 304,163 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 DOL | $14,679,576 | 296,917 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 DOL | $15,287,812 | 283,265 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 DOL | $14,224,068 | 280,443 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 DOL | $14,138,031 | 273,410 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 DOL | $13,325,322 | 270,510 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 DOL | $11,974,702 | 262,488 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 DOL | $12,122,312 | 256,992 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 DOL | $11,978,923 | 256,508 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 DOL | $10,736,943 | 243,966 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 DOL | $9,129,207 | 243,966 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 DOL | $7,894,413 | 188,681 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 DOL | $8,382,308 | 172,440 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 DOL | $7,856,535 | 159,007 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 DOL | $6,649,895 | 139,880 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 DOL | $6,273,470 | 127,122 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 DOL | $5,273,177 | 111,413 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 DOL | $4,231,071 | 92,120 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 DOL | $3,179,574 | 76,950 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 DOL | $2,888,654 | 70,783 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 DOL | $8,209,465 | 222,298 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||