Lee Kelleher Wealth Management Wisdomtree Tr U.S Largecap Div Transaction History

Lee Kelleher Wealth Management

$168 Billion
Q4 2025

A detailed history of Lee Kelleher Wealth Management transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Lee Kelleher Wealth Management holds 371,903 shares of DLN stock, worth $32.4 Million. This represents 19.54% of its overall portfolio holdings.

Number of Shares

371,903

Previous 349,340 6.46%

Holding current value

$32.4 Million

Previous $30.4 Billion 7.74%

% of portfolio

19.54%

Previous 18.73%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 14, 2026	BUY	$85.3 - $88.17 $1.92 Million - $1.99 Million	22,563 Added 6.46%	371,903 $32.8 Billion
Q3 2025 Oct 23, 2025	BUY	$82.42 - $87.03 $1.73 Million - $1.83 Million	21,011 Added 6.4%	349,340 $30.4 Billion
Q2 2025 Jul 14, 2025	BUY	$70.7 - $82.14 $707,989 - $822,549	10,014 Added 3.15%	328,329 $27 Billion
Q1 2025 May 08, 2025	BUY	$76.77 - $82.22 $797,870 - $854,512	10,393 Added 3.38%	318,315 $25.3 Billion
Q4 2024 Apr 17, 2025	BUY	$77.23 - $82.11 $23.8 Million - $25.3 Million	307,922 New	307,922 $24 Billion

Others Institutions Holding DLN

# of Institutions

479

Shares Held

43.8M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S LARGECAP DIV

Ticker DLN
Sector ETFs
Industry ETFs

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Lee Kelleher Wealth Management Wisdomtree Tr U.S Largecap Div Transaction History