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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Lee-Kelleher Wealth Management increased its WisdomTree US MidCap Dividend Fund (DON) stake by 0.73% in Q2 2026, buying an estimated $88.4K and bringing the position to 222,951 shares worth $12.6M. The position accounts for 6.59% of the portfolio, ranked #6.

Lee-Kelleher Wealth Management first reported a position in DON in Q4 2024 and has held it in 7 quarters since. 473 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Lee-Kelleher Wealth Management held 222,951 shares of WisdomTree US MidCap Dividend Fund worth $12.6M as of Q2 2026.
Lee-Kelleher Wealth Management bought 1,605 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $88.4K.
WisdomTree US MidCap Dividend Fund made up 6.59% of Lee-Kelleher Wealth Management's portfolio in Q2 2026, its #6 holding.
Lee-Kelleher Wealth Management first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
473 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

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