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

Lee Kelleher Wealth Management

  • $151 Billion
  • Q2 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 328,329 shares of DLN stock, worth $27.2 Million. This represents 17.92% of its overall portfolio holdings.

Number of Shares
328,329
Previous 318,315 3.15%
Holding current value
$27.2 Million
Previous $25.3 Billion 6.75%
% of portfolio
17.92%
Previous 18.59%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
466
Shares Held
41.8M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S LARGECAP DIV

DLN Quotes by TradingView
  • Ticker DLN
  • Sector ETFs
  • Industry ETFs
More about DLN
Track This Portfolio

Track Lee Kelleher Wealth Management Portfolio

Follow Lee Kelleher Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lee Kelleher Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Lee Kelleher Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email