LKWM
DES icon

Lee-Kelleher Wealth Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Lee-Kelleher Wealth Management’s Portfolio DES Stock Details DES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.56M Buy
143,503
+6,764
+5% +$215K 3.03% 8
2025
Q1 		$4.37M Buy
136,739
+3,340
+3% +$107K 3.22% 8
2024
Q4 		$4.58M Buy
+133,399
New +$4.58M 3.26% 8