Lee-Kelleher Wealth Management DES — WISDOMTREE TR

Ownership history in Lee-Kelleher Wealth Management  ·  5 quarters on record

AI Ownership Summary

Lee-Kelleher Wealth Management reported WISDOMTREE TR (DES) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 3.48% in 2026 Q1. The latest visible filing shows DES at 3.48% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DES ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lee-Kelleher Wealth Management's position in WISDOMTREE TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DES was reported at 3.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.48% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DES stock page Lee-Kelleher Wealth Management fund profile Lee-Kelleher Wealth Management full holdings
How Lee-Kelleher Wealth Management held DES — position size vs. price
% of Fund (quarterly)    DES price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 162,739 +8,914 +5.8% 3.48% $5.8M 2026-04-14 $37.72
2025 Q4 ADDED — — — 153,825 +3,977 +2.7% 3.07% $5.1M 2026-01-14 $35.12
2025 Q3 ADDED — — — 149,848 +6,345 +4.4% 3.11% $5.0M 2025-10-23 $33.19
2025 Q2 ADDED — — — 143,503 +10,104 +7.6% 3.03% $4.6M 2025-07-14 $32.36
2025 Q1 INITIATED — — — 133,399 — — 3.26% $4.6M 2025-05-08 $30.13

🏢 Other funds also holding DES

As of 2026 Q1 — sorted by position size

HC Advisors, LLC 3Y 4.97% Stonebridge Wealth Management, LLC 4.84% Del-Sette Capital Management, LLC 3Y 4.56% One Wealth Map LLC 3Y 3.33% Melone Private Wealth, LLC 3Y 2.53% Frazier Financial Advisors, LLC 2.36% CROBAN 2.15% Marathon Strategic Advisors, LLC 1.77% Dickmeyer Boyce Financial Management, Inc. 1.57% INVESTED ADVISORS 1.5%

FAQ About Lee-Kelleher Wealth Management and DES

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lee-Kelleher Wealth Management reported owning DES?

Lee-Kelleher Wealth Management reported DES across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported DES position in Lee-Kelleher Wealth Management's portfolio?

The largest reported portfolio weight for DES was 3.48% in 2026 Q1.

What is the latest reported DES position on this page?

The most recent filing on this page is 2026 Q1, when Lee-Kelleher Wealth Management reported 162,739 shares, equal to 3.48% of portfolio, with an estimated market value of $5.8M.

What does the chart on this DES ownership page compare?

The chart compares Lee-Kelleher Wealth Management's quarterly DES portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Lee-Kelleher Wealth Management time their DES position?

Based on 13F filing dates vs. subsequent DES price moves, Lee-Kelleher Wealth Management correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on DES relative to SPY over the holding period was +59.6%.

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