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

Lee Kelleher Wealth Management

  • $162 Billion
  • Q3 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 203,908 shares of DON stock, worth $10.4 Million. This represents 6.57% of its overall portfolio holdings.

Number of Shares
203,908
Previous 190,705 6.92%
Holding current value
$10.4 Million
Previous $9.56 Billion 11.57%
% of portfolio
6.57%
Previous 6.35%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$50.02 - $53.28 $660,414 - $703,455
13,203 Added 6.92%
203,908 $10.7 Billion
Q2 2025

Jul 14, 2025
BUY
$43.28 - $50.37 $336,242 - $391,324
7,769 Added 4.25%
190,705 $9.56 Billion
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
495
Shares Held
44.5M
Call Options Held
500
Put Options Held
0
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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