Melone Private Wealth, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Melone Private Wealth, LLC

  • $167 Million
  • Q1 2024

A detailed history of Melone Private Wealth, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Melone Private Wealth, LLC holds 137,251 shares of DES stock, worth $4.26 Million. This represents 2.69% of its overall portfolio holdings.

Number of Shares
137,251
Previous 139,640 1.71%
Holding current value
$4.26 Million
Previous $4.49 Million 0.16%
% of portfolio
2.69%
Previous 2.86%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
SELL
$30.25 - $32.68 $72,267 - $78,072
-2,389 Reduced 1.71%
137,251 $4.49 Million
Q4 2023

Jan 12, 2024
BUY
$26.55 - $32.72 $94,544 - $116,515
3,561 Added 2.62%
139,640 $4.49 Million
Q3 2023

Oct 10, 2023
BUY
$27.79 - $30.65 $16,201 - $17,868
583 Added 0.43%
136,079 $3.84 Million
Q2 2023

Jul 27, 2023
BUY
$26.6 - $29.16 $63,574 - $69,692
2,390 Added 1.8%
135,496 $3.9 Million
Q1 2023

Apr 20, 2023
BUY
$27.3 - $32.13 $50,040 - $58,894
1,833 Added 1.4%
133,106 $3.8 Million
Q4 2022

Jan 19, 2023
BUY
$28.09 - $30.5 $264,102 - $286,761
9,402 Added 7.71%
131,273 $0
Q3 2022

Oct 14, 2022
BUY
N/A
2,657 Added 2.23%
121,871 $3.28 Million
Q2 2022

Jul 11, 2022
SELL
N/A
-154 Reduced 0.13%
119,214 $3.36 Million
Q1 2022

Apr 29, 2022
SELL
N/A
-1,848 Reduced 1.52%
119,368 $3.65 Million
Q4 2021

Jan 21, 2022
BUY
N/A
121,216 New
121,216 $3.98 Million

Others Institutions Holding DES

# of Institutions
345
Shares Held
29.8M
Call Options Held
50.7K
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. SMALLCAP DI

DES Quotes by TradingView
  • Ticker DES
  • Sector ETFs
  • Industry ETFs
More about DES
Track This Portfolio

Track Melone Private Wealth, LLC Portfolio

Follow Melone Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Melone Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Melone Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email