Melone Private Wealth, LLC Wisdomtree Tr Transaction History

Melone Private Wealth, LLC

$193 Million
Q4 2024

A detailed history of Melone Private Wealth, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Melone Private Wealth, LLC holds 291,362 shares of IHDG stock, worth $13.7 Million. This represents 6.56% of its overall portfolio holdings.

Number of Shares

291,362

Previous 303,660 4.05%

Holding current value

$13.7 Million

Previous $13.9 Million 8.73%

% of portfolio

6.56%

Previous 7.37%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$43.38 - $46.0 $533,487 - $565,708	-12,298 Reduced 4.05%	291,362 $12.7 Million
Q3 2024 Oct 07, 2024	BUY	$42.42 - $46.78 $603,085 - $665,071	14,217 Added 4.91%	303,660 $13.9 Million
Q2 2024 Jul 12, 2024	BUY	$43.96 - $46.57 $185,027 - $196,013	4,209 Added 1.48%	289,443 $13.2 Million
Q1 2024 May 03, 2024	BUY	$41.39 - $45.98 $113,988 - $126,628	2,754 Added 0.97%	285,234 $13.1 Million
Q4 2023 Jan 12, 2024	BUY	$37.18 - $42.02 $1.75 Million - $1.98 Million	47,015 Added 19.97%	282,480 $11.9 Million
Q3 2023 Oct 10, 2023	BUY	$38.54 - $40.44 $572,627 - $600,857	14,858 Added 6.74%	235,465 $9.12 Million
Q2 2023 Jul 27, 2023	BUY	$39.29 - $40.67 $629,032 - $651,126	16,010 Added 7.83%	220,607 $8.86 Million
Q1 2023 Apr 20, 2023	BUY	$36.38 - $39.42 $2.08 Million - $2.25 Million	57,067 Added 38.68%	204,597 $8.07 Million
Q4 2022 Jan 19, 2023	BUY	$35.63 - $40.75 $171,558 - $196,211	4,815 Added 3.37%	147,530 $0
Q3 2022 Oct 14, 2022	BUY	$35.81 - $40.82 $196,919 - $224,469	5,499 Added 4.01%	142,715 $5.32 Million
Q2 2022 Jul 11, 2022	BUY	$37.42 - $43.67 $114,467 - $133,586	3,059 Added 2.28%	137,216 $5.23 Million
Q1 2022 Apr 29, 2022	BUY	$39.56 - $46.1 $630,111 - $734,280	15,928 Added 13.47%	134,157 $5.61 Million
Q4 2021 Jan 21, 2022	BUY	$42.54 - $45.97 $5.03 Million - $5.43 Million	118,229 New	118,229 $5.41 Million

Others Institutions Holding IHDG

# of Institutions

276

Shares Held

50.7M

Call Options Held

Put Options Held

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About WISDOMTREE TR

Ticker IHDG
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Melone Private Wealth, LLC Wisdomtree Tr Transaction History