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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.6M	Sell	162,148 -591	-0.4%	-$22.8K	3.45%	8
2026 Q1	$5.85M	Buy	162,739 +8,914	+6%	+$321K	3.48%	8
2025 Q4	$5.15M	Buy	153,825 +3,977	+3%	+$133K	3.07%	8
2025 Q3	$5.05M	Buy	149,848 +6,345	+4%	+$211K	3.11%	8
2025 Q2	$4.56M	Buy	143,503 +6,764	+5%	+$208K	3.03%	8
2025 Q1	$4.37M	Buy	136,739 +3,340	+3%	+$112K	3.22%	8
2024 Q4	$4.58M	Buy	+133,399	New	+$4.72M	3.26%	8

Other funds holding DES

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

TBFA

Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

MSA

Marathon Strategic Advisors Pittsburgh, Pennsylvania $177M AUM 66.85% 1-Year Est. Return

Lee-Kelleher Wealth Management's DES Position: Q2 2026 in Review

Lee-Kelleher Wealth Management reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 0.36% in Q2 2026, selling an estimated $22.8K and leaving 162,148 shares worth $6.6M. The position accounts for 3.45% of the portfolio, ranked #8.

Lee-Kelleher Wealth Management first reported a position in DES in Q4 2024 and has held it in 7 quarters since. 82 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Lee-Kelleher Wealth Management held 162,148 shares of WisdomTree US SmallCap Dividend Fund worth $6.6M as of Q2 2026.
Lee-Kelleher Wealth Management sold 591 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $22.8K.
WisdomTree US SmallCap Dividend Fund made up 3.45% of Lee-Kelleher Wealth Management's portfolio in Q2 2026, its #8 holding.
Lee-Kelleher Wealth Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
82 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Lee-Kelleher Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.