Key Financial Inc
Position in WTAI — WisdomTree Artificial Intelligence and Innovation Fund
CIK 1801720
WEST CHESTER, PA
All Filings in WTAI
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 WTAI | $264,515 | 9,370 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 WTAI | $275,635 | 9,459 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 WTAI | $270,149 | 9,459 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 WTAI | $232,313 | 9,459 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 WTAI | $179,721 | 9,459 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 WTAI | $208,098 | 9,459 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 WTAI | $188,517 | 9,459 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 WTAI | $197,617 | 9,459 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 WTAI | $167,073 | 8,044 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 WTAI | $103,946 | 5,024 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 WTAI | $87,518 | 5,024 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 WTAI | $97,733 | 5,125 | Shares | Sole | 2023-07-28 | |
| No filing history on record for this holder in this stock. | ||||||