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

Lee Kelleher Wealth Management

$168 Billion
Q4 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 213,817 shares of DON stock, worth $10.9 Million. This represents 6.58% of its overall portfolio holdings.

Number of Shares

213,817

Previous 203,908 4.86%

Holding current value

$10.9 Million

Previous $10.7 Billion 3.46%

% of portfolio

6.58%

Previous 6.57%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 14, 2026	BUY	$50.22 - $52.54 $497,629 - $520,618	9,909 Added 4.86%	213,817 $11 Billion
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

496

Shares Held

44.5M

Call Options Held

500

Put Options Held

View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
Sector ETFs
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Lee Kelleher Wealth Management Wisdomtree Tr U.S. Midcap Divi Transaction History