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WisdomTree SmallCap Dividend Fund shares owned by Lee-Kelleher Wealth Management

Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Lee-Kelleher Wealth Management from 13F filings

Historical chart of Lee-Kelleher Wealth Management investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Dividend Fund held by Lee-Kelleher Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Lee-Kelleher Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.0M 150k 33.68
2025-06-30 $4.6M 144k 31.76
2025-03-31 $4.4M 137k 31.96
2024-12-31 $4.6M 133k 34.35

More positions owned by Lee-Kelleher Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Us Largecap Divd (DLN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Wisdomtree Tr Us Midcap Divid (DON)
Ishares Tr Core S&p Mcp Etf (IJH)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Wisdomtree Tr Us Smallcap Divd (DES)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr S&p Mc 400gr Etf (IJK)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus Mid Cap Etf (IWR)

View all positions for Lee-Kelleher Wealth Management

Top funds holding WisdomTree SmallCap Dividend Fund

Morgan Stanley
UBS Group
LPL Financial
Creative Planning
M^T Bank Corporation
Mercer Global Advisors
Raymond James Financial
Royal Bank of Canada
Keybank National Association
Huntington National Bank
Jones Financial Companies, L.L
Wells Fargo & Company
Ameriprise Financial
Kestra Advisory Services
CI Private Wealth

View all funds holding WisdomTree SmallCap Dividend Fund