Lee Kelleher Wealth Management Wisdomtree Tr U.S. Smallcap Di Transaction History

Lee Kelleher Wealth Management

  • $162 Billion
  • Q3 2025

A detailed history of Lee Kelleher Wealth Management transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Lee Kelleher Wealth Management holds 149,848 shares of DES stock, worth $4.91 Million. This represents 3.11% of its overall portfolio holdings.

Number of Shares
149,848
Previous 143,503 4.42%
Holding current value
$4.91 Million
Previous $4.56 Billion 10.73%
% of portfolio
3.11%
Previous 3.03%

Shares

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

Oct 23, 2025
BUY
$31.31 - $34.54 $198,661 - $219,156
6,345 Added 4.42%
149,848 $5.05 Billion
Q2 2025

Jul 14, 2025
BUY
$28.02 - $32.37 $189,527 - $218,950
6,764 Added 4.95%
143,503 $4.56 Billion
Q1 2025

May 08, 2025
BUY
$31.63 - $35.22 $105,644 - $117,634
3,340 Added 2.5%
136,739 $4.37 Billion
Q4 2024

Apr 17, 2025
BUY
$33.7 - $37.69 $4.5 Million - $5.03 Million
133,399 New
133,399 $4.58 Billion

Others Institutions Holding DES

# of Institutions
383
Shares Held
30.9M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. SMALLCAP DI

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