Melone Private Wealth, LLC Wisdomtree U.S. Largecap Fund Transaction History

Melone Private Wealth, LLC

  • $190 Million
  • Q1 2025

A detailed history of Melone Private Wealth, LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Melone Private Wealth, LLC holds 9,000 shares of EPS stock, worth $551,160. This represents 0.28% of its overall portfolio holdings.

Number of Shares
9,000
Previous 9,169 1.84%
Holding current value
$551,160
Previous $560,000 5.54%
% of portfolio
0.28%
Previous 0.29%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025
SELL
$58.38 - $64.16 $9,866 - $10,843
-169 Reduced 1.84%
9,000 $529,000
Q4 2024

Jan 14, 2025
SELL
$59.58 - $63.93 $2,502 - $2,685
-42 Reduced 0.46%
9,169 $560,000
Q3 2024

Oct 07, 2024
SELL
$54.33 - $60.04 $2,281 - $2,521
-42 Reduced 0.45%
9,211 $553,000
Q2 2024

Jul 12, 2024
BUY
$52.92 - $56.98 $1,217 - $1,310
23 Added 0.25%
9,253 $526,000
Q1 2024

May 03, 2024
SELL
$49.46 - $55.4 $41,595 - $46,591
-841 Reduced 8.35%
9,230 $511,000
Q4 2023

Jan 12, 2024
SELL
$43.69 - $50.33 $38,578 - $44,441
-883 Reduced 8.06%
10,071 $504,000
Q3 2023

Oct 10, 2023
BUY
$45.54 - $48.62 $1,138 - $1,215
25 Added 0.23%
10,954 $501,000
Q1 2023

Apr 20, 2023
SELL
$41.41 - $45.19 $2,650 - $2,892
-64 Reduced 0.58%
10,929 $477,000
Q3 2022

Oct 14, 2022
BUY
$38.39 - $46.02 $959 - $1,150
25 Added 0.23%
10,993 $441,000
Q2 2022

Jul 11, 2022
SELL
$39.74 - $48.71 $6,636 - $8,134
-167 Reduced 1.5%
10,968 $461,000
Q1 2022

Apr 29, 2022
BUY
$44.93 - $50.92 $2,021 - $2,291
45 Added 0.41%
11,135 $512,000
Q4 2021

Jan 21, 2022
BUY
$45.99 - $50.68 $510,029 - $562,041
11,090 New
11,090 $558,000

About WISDOMTREE U.S. LARGECAP FUND

EPS Quotes by TradingView
  • Ticker EPS
  • Sector ETFs
  • Industry ETFs
More about EPS
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