WISDOMTREE TR

Ticker: DON CUSIP: 97717W505 Class: ETF

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

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

Q4 2025
Shares 213,817 Value ($000) $11,033 Avg Close Range
Q3 2025
Shares 203,908 Value ($000) $10,664 Avg Close Range
Q2 2025
Shares 190,705 Value ($000) $9,558 Avg Close Range
Q1 2025
Shares 182,936 Value ($000) $9,059 Avg Close Range
Q4 2024
Shares 168,872 Value ($000) $8,607 Avg Close Range