Melone Private Wealth, LLC Wisdomtree Tr Us Quality Divid Transaction History

Melone Private Wealth, LLC

$193 Million
Q4 2024

A detailed history of Melone Private Wealth, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Melone Private Wealth, LLC holds 117,404 shares of DGRW stock, worth $9.84 Million. This represents 4.92% of its overall portfolio holdings.

Number of Shares

117,404

Previous 124,092 5.39%

Holding current value

$9.84 Million

Previous $10.3 Million 7.98%

% of portfolio

4.92%

Previous 5.48%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$80.93 - $85.66 $541,259 - $572,894	-6,688 Reduced 5.39%	117,404 $9.5 Million
Q3 2024 Oct 07, 2024	BUY	$75.88 - $83.21 $231,130 - $253,457	3,046 Added 2.52%	124,092 $10.3 Million
Q2 2024 Jul 12, 2024	BUY	$72.31 - $79.02 $77,733 - $84,946	1,075 Added 0.9%	121,046 $9.45 Million
Q1 2024 May 03, 2024	BUY	$69.56 - $76.3 $56,274 - $61,726	809 Added 0.68%	119,971 $9.14 Million
Q4 2023 Jan 12, 2024	SELL	$61.43 - $70.36 $4.04 Million - $4.63 Million	-65,832 Reduced 35.59%	119,162 $8.37 Million
Q3 2023 Oct 10, 2023	BUY	$63.23 - $68.5 $617,377 - $668,834	9,764 Added 5.57%	184,994 $11.7 Million
Q2 2023 Jul 27, 2023	BUY	$61.86 - $66.66 $601,712 - $648,401	9,727 Added 5.88%	175,230 $11.7 Million
Q1 2023 Apr 20, 2023	BUY	$59.34 - $63.43 $2.62 Million - $2.8 Million	44,078 Added 36.3%	165,503 $10.3 Million
Q4 2022 Jan 19, 2023	BUY	$54.71 - $63.51 $645,195 - $748,973	11,793 Added 10.76%	121,425 $0
Q3 2022 Oct 14, 2022	BUY	$53.91 - $63.08 $276,127 - $323,095	5,122 Added 4.9%	109,632 $6.13 Million
Q2 2022 Jul 11, 2022	BUY	$55.42 - $64.55 $70,993 - $82,688	1,281 Added 1.24%	104,510 $6.09 Million
Q1 2022 Apr 29, 2022	SELL	$60.09 - $66.2 $153,469 - $169,074	-2,554 Reduced 2.41%	103,229 $6.5 Million
Q4 2021 Jan 21, 2022	BUY	$58.98 - $66.05 $6.24 Million - $6.99 Million	105,783 New	105,783 $6.97 Million

Others Institutions Holding DGRW

# of Institutions

746

Shares Held

147M

Call Options Held

8.1K

Put Options Held

200

View Full List

About WISDOMTREE TR US QUALITY DIVID

Ticker DGRW
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Melone Private Wealth, LLC Wisdomtree Tr Us Quality Divid Transaction History