Lee-Kelleher Wealth Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Lee-Kelleher Wealth Management’s Portfolio DON Stock Details DON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$12.4M	Buy	229,463 +6,512	+3%	+$372K	6.37%	5
2026 Q2	$12.6M	Buy	222,951 +1,605	+0.7%	+$88.4K	6.59%	6
2026 Q1	$11.6M	Buy	221,346 +7,529	+4%	+$406K	6.92%	4
2025 Q4	$11M	Buy	213,817 +9,909	+5%	+$511K	6.58%	4
2025 Q3	$10.7M	Buy	203,908 +13,203	+7%	+$684K	6.57%	5
2025 Q2	$9.56M	Buy	190,705 +7,769	+4%	+$375K	6.35%	5
2025 Q1	$9.06M	Buy	182,936 +14,064	+8%	+$717K	6.66%	5
2024 Q4	$8.61M	Buy	+168,872	New	+$8.86M	6.13%	5

Other funds holding DON

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

MAFA

MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

DBFM

Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM

RCP

Roan Capital Partners Johnson City, Tennessee $137M AUM

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

Lee-Kelleher Wealth Management's DON Position: Q3 2026 in Review

Lee-Kelleher Wealth Management increased its WisdomTree US MidCap Dividend Fund (DON) stake by 2.9% in Q3 2026, buying an estimated $372K and bringing the position to 229,463 shares worth $12.4M. The position accounts for 6.37% of the portfolio, ranked #5.

Lee-Kelleher Wealth Management first reported a position in DON in Q4 2024 and has held it in 8 quarters since. The position peaked at $12.6M in Q2 2026. 25 funds tracked by Wall St. Rank hold DON as of Q3 2026.

Lee-Kelleher Wealth Management held 229,463 shares of WisdomTree US MidCap Dividend Fund worth $12.4M as of Q3 2026.
Lee-Kelleher Wealth Management bought 6,512 WisdomTree US MidCap Dividend Fund shares in Q3 2026, an estimated $372K.
WisdomTree US MidCap Dividend Fund made up 6.37% of Lee-Kelleher Wealth Management's portfolio in Q3 2026, its #5 holding.
Lee-Kelleher Wealth Management first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2024 and has held it in 8 quarters since.
Lee-Kelleher Wealth Management's WisdomTree US MidCap Dividend Fund position peaked at $12.6M in Q2 2026.
25 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2026.

Based on Lee-Kelleher Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.