Key Financial Inc EES Holdings History
Key Financial Inc's WisdomTree U.S. SmallCap Fund Holding Summary
As of 2025-03-31, Key Financial Inc held 316,886.00 shares of WisdomTree U.S. SmallCap Fund(EES), totaling $15.48 Mil. This investment constitutes 3.37% of their stock portfolio, and Key Financial Inc now holds 2.73% of the outstanding WisdomTree U.S. SmallCap Fund(EES) stock.
The initial trade took place in 2020Q4. And since then Key Financial Inc has made 3 purchases of EES, at an average price of $52.66, for a total of 316,886.00 shares. Based on historical transaction data and EES's current price of $52.82, Key Financial Inc's estimated gain on his EES holdings is $52,146.36, reflecting a 0.31% gain to date.
Key Financial Inc EES ($52.82) Holding Chart
Key Financial Inc EES ($52.82) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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