Melone Private Wealth, LLC Wisdomtree Tr Transaction History

Melone Private Wealth, LLC

$169 Million
Q2 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

133

Shares Held

6.62M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.03M
Shares

$59.7 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

794K
Shares

$46 Million
0.02% of portfolio
Wealth Enhancement Advisory Services, LLC

426K
Shares

$24.7 Million
0.06% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

397K
Shares

$23 Million
2.43% of portfolio
Legacy Financial Advisors, Inc.

377K
Shares

$21.8 Million
4.0% of portfolio

About WISDOMTREE TR

Ticker DWM
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