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 $13.4 Million. This represents 6.56% of its overall portfolio holdings.

Number of Shares
291,362
Previous 303,660 4.05%
Holding current value
$13.4 Million
Previous $13.9 Million 8.73%
% of portfolio
6.56%
Previous 7.37%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
257
Shares Held
48.7M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR

IHDG Quotes by TradingView
  • Ticker IHDG
  • Sector ETFs
  • Industry ETFs
More about IHDG
Track This Portfolio

Track Melone Private Wealth, LLC Portfolio

Follow Melone Private Wealth, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email