WISDOMTREE TR

Ticker: DLN CUSIP: 97717W307 Class: US LARGECAP DIVD

Lee-Kelleher Wealth Management's Holding History (CIK: 0002063827)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 371,903 Value ($000) $32,757 Avg Close — Range —
Q3 2025
Shares 349,340 Value ($000) $30,403 Avg Close — Range —
Q2 2025
Shares 328,329 Value ($000) $26,969 Avg Close — Range —
Q1 2025
Shares 318,315 Value ($000) $25,265 Avg Close — Range —
Q4 2024
Shares 307,922 Value ($000) $23,953 Avg Close — Range —