Melone Private Wealth, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Melone Private Wealth, LLC

  • $220 Million
  • Q3 2025

A detailed history of Melone Private Wealth, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Melone Private Wealth, LLC holds 158,707 shares of DES stock, worth $5.37 Million. This represents 2.43% of its overall portfolio holdings.

Number of Shares
158,707
Previous 141,577 12.1%
Holding current value
$5.37 Million
Previous $4.5 Million 18.88%
% of portfolio
2.43%
Previous 2.29%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$31.31 - $34.54 $536,340 - $591,670
17,130 Added 12.1%
158,707 $5.35 Million
Q2 2025

Jul 08, 2025
BUY
$28.02 - $32.37 $1,204 - $1,391
43 Added 0.03%
141,577 $4.5 Million
Q1 2025

Apr 11, 2025
BUY
$31.63 - $35.22 $12,335 - $13,735
390 Added 0.28%
141,534 $4.52 Million
Q4 2024

Jan 14, 2025
BUY
$33.7 - $37.69 $98,538 - $110,205
2,924 Added 2.12%
141,144 $4.85 Million
Q3 2024

Oct 07, 2024
SELL
$30.61 - $34.92 $21,794 - $24,863
-712 Reduced 0.51%
138,220 $4.77 Million
Q2 2024

Jul 12, 2024
BUY
$30.34 - $32.53 $51,001 - $54,682
1,681 Added 1.22%
138,932 $4.33 Million
Q1 2024

May 03, 2024
SELL
$30.25 - $32.68 $72,267 - $78,072
-2,389 Reduced 1.71%
137,251 $4.49 Million
Q4 2023

Jan 12, 2024
BUY
$26.55 - $32.72 $94,544 - $116,515
3,561 Added 2.62%
139,640 $4.49 Million
Q3 2023

Oct 10, 2023
BUY
$27.79 - $30.65 $16,201 - $17,868
583 Added 0.43%
136,079 $3.84 Million
Q2 2023

Jul 27, 2023
BUY
$26.6 - $29.16 $63,574 - $69,692
2,390 Added 1.8%
135,496 $3.9 Million
Q1 2023

Apr 20, 2023
BUY
$27.3 - $32.13 $50,040 - $58,894
1,833 Added 1.4%
133,106 $3.8 Million
Q4 2022

Jan 19, 2023
BUY
$26.29 - $30.5 $247,178 - $286,761
9,402 Added 7.71%
131,273 $0
Q3 2022

Oct 14, 2022
BUY
$25.74 - $31.54 $68,391 - $83,801
2,657 Added 2.23%
121,871 $3.28 Million
Q2 2022

Jul 11, 2022
SELL
$27.57 - $32.14 $4,245 - $4,949
-154 Reduced 0.13%
119,214 $3.36 Million
Q1 2022

Apr 29, 2022
SELL
$30.79 - $33.49 $56,899 - $61,889
-1,848 Reduced 1.52%
119,368 $3.65 Million
Q4 2021

Jan 21, 2022
BUY
$30.94 - $33.79 $3.75 Million - $4.1 Million
121,216 New
121,216 $3.98 Million

Others Institutions Holding DES

# of Institutions
382
Shares Held
31.1M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. SMALLCAP DI

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