Lee Kelleher Wealth Management Wisdomtree Tr U.S. Midcap Divi Transaction History

Lee Kelleher Wealth Management

  • $136 Billion
  • Q1 2025

A detailed history of Lee Kelleher Wealth Management transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Lee Kelleher Wealth Management holds 182,936 shares of DON stock, worth $8.97 Million. This represents 6.66% of its overall portfolio holdings.

Number of Shares
182,936
Previous 168,872 8.33%
Holding current value
$8.97 Million
Previous $8.61 Billion 5.25%
% of portfolio
6.66%
Previous 6.13%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
BUY
$48.02 - $53.02 $675,353 - $745,673
14,064 Added 8.33%
182,936 $9.06 Billion
Q4 2024

Apr 17, 2025
BUY
$50.53 - $55.55 $8.53 Million - $9.38 Million
168,872 New
168,872 $8.61 Billion

Others Institutions Holding DON

# of Institutions
492
Shares Held
44.7M
Call Options Held
500
Put Options Held
237
View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

DON Quotes by TradingView
  • Ticker DON
  • Sector ETFs
  • Industry ETFs
More about DON
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