Melone Private Wealth, LLC Wisdomtree Tr U.S Total Divide Transaction History

Melone Private Wealth, LLC

$188 Million
Q3 2024

A detailed history of Melone Private Wealth, LLC transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Melone Private Wealth, LLC holds 117,925 shares of DTD stock, worth $9 Million. This represents 4.8% of its overall portfolio holdings.

Number of Shares

117,925

Previous 115,779 1.85%

Holding current value

$9 Million

Previous $8.2 Million 10.27%

% of portfolio

4.8%

Previous 4.86%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	BUY	$70.02 - $76.68 $150,262 - $164,555	2,146 Added 1.85%	117,925 $9.04 Million
Q2 2024 Jul 12, 2024	BUY	$67.07 - $71.45 $50,704 - $54,016	756 Added 0.66%	115,779 $8.2 Million
Q1 2024 May 03, 2024	SELL	$64.49 - $70.72 $81,966 - $89,885	-1,271 Reduced 1.09%	115,023 $8.13 Million
Q4 2023 Jan 12, 2024	BUY	$57.51 - $65.5 $88,565 - $100,870	1,540 Added 1.34%	116,294 $7.6 Million
Q3 2023 Oct 10, 2023	BUY	$60.13 - $64.29 $335,284 - $358,481	5,576 Added 5.11%	114,754 $6.9 Million
Q2 2023 Jul 27, 2023	BUY	$58.74 - $62.09 $344,098 - $363,723	5,858 Added 5.67%	109,178 $6.78 Million
Q1 2023 Apr 20, 2023	BUY	$58.06 - $63.3 $195,255 - $212,877	3,363 Added 3.36%	103,320 $6.26 Million
Q4 2022 Jan 19, 2023	SELL	$55.0 - $63.6 $120,230 - $139,029	-2,186 Reduced 2.14%	99,957 $0
Q3 2022 Oct 14, 2022	BUY	$54.26 - $63.28 $86,436 - $100,805	1,593 Added 1.58%	102,143 $5.78 Million
Q2 2022 Jul 11, 2022	BUY	$56.16 - $65.68 $56,216 - $65,745	1,001 Added 1.01%	100,550 $5.89 Million
Q1 2022 Apr 29, 2022	BUY	$61.31 - $65.53 $41,261 - $44,101	673 Added 0.68%	99,549 $6.31 Million
Q4 2021 Jan 21, 2022	BUY	$59.03 - $64.77 $5.84 Million - $6.4 Million	98,876 New	98,876 $6.4 Million

Others Institutions Holding DTD

# of Institutions

195

Shares Held

8.57M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR U.S TOTAL DIVIDE

Ticker DTD
Sector ETFs
Industry ETFs

More about DTD

Track This Portfolio

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.

Account

Melone Private Wealth, LLC Wisdomtree Tr U.S Total Divide Transaction History