Melone Private Wealth, LLC Wisdomtree Tr Transaction History

Melone Private Wealth, LLC

$188 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 10, 2023	BUY	$48.13 - $51.79 $2,165 - $2,330	45 Added 0.55%	8,173 $395,000
Q2 2023 Jul 27, 2023	BUY	$48.54 - $51.63 $6,455 - $6,866	133 Added 1.66%	8,128 $406,000
Q1 2023 Apr 20, 2023	SELL	$47.34 - $51.12 $7,763 - $8,383	-164 Reduced 2.01%	7,995 $397,000
Q4 2022 Jan 19, 2023	SELL	$39.94 - $48.25 $70,294 - $84,920	-1,760 Reduced 17.74%	8,159 $0
Q3 2022 Oct 14, 2022	SELL	$39.86 - $47.65 $7,254 - $8,672	-182 Reduced 1.8%	9,919 $408,000
Q2 2022 Jul 11, 2022	BUY	$45.44 - $53.31 $6,634 - $7,783	146 Added 1.47%	10,101 $453,000
Q1 2022 Apr 29, 2022	SELL	$48.63 - $55.69 $123,277 - $141,174	-2,535 Reduced 20.3%	9,955 $502,000
Q4 2021 Jan 21, 2022	BUY	$51.6 - $54.8 $644,484 - $684,452	12,490 New	12,490 $675,000

Others Institutions Holding DWM

# of Institutions

126

Shares Held

5.86M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.08M
Shares

$58 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

741K
Shares

$39.9 Million
0.02% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

391K
Shares

$21 Million
2.04% of portfolio
Wealth Enhancement Advisory Services, LLC

379K
Shares

$20.4 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

345K
Shares

$18.6 Million
0.0% of portfolio

About WISDOMTREE TR

Ticker DWM
Sector ETFs
Industry ETFs

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.