Melone Private Wealth, LLC Wisdomtree Tr U.S Total Divide Transaction History

Melone Private Wealth, LLC

$196 Million
Q2 2025

A detailed history of Melone Private Wealth, LLC transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Melone Private Wealth, LLC holds 124,971 shares of DTD stock, worth $10 Million. This represents 5.07% of its overall portfolio holdings.

Number of Shares

124,971

Previous 122,446 2.06%

Holding current value

$10 Million

Previous $9.34 Million 6.41%

% of portfolio

5.07%

Previous 4.9%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 08, 2025	BUY	$68.45 - $79.52 $172,836 - $200,788	2,525 Added 2.06%	124,971 $9.94 Million
Q1 2025 Apr 11, 2025	BUY	$74.87 - $79.99 $141,429 - $151,101	1,889 Added 1.57%	122,446 $9.34 Million
Q4 2024 Jan 14, 2025	BUY	$75.44 - $80.53 $198,558 - $211,954	2,632 Added 2.23%	120,557 $9.15 Million
Q3 2024 Oct 07, 2024	BUY	$70.02 - $76.68 $150,262 - $164,555	2,146 Added 1.85%	117,925 $9.04 Million
Q2 2024 Jul 12, 2024	BUY	$67.07 - $71.45 $50,704 - $54,016	756 Added 0.66%	115,779 $8.2 Million
Q1 2024 May 03, 2024	SELL	$64.49 - $70.72 $81,966 - $89,885	-1,271 Reduced 1.09%	115,023 $8.13 Million
Q4 2023 Jan 12, 2024	BUY	$57.51 - $65.5 $88,565 - $100,870	1,540 Added 1.34%	116,294 $7.6 Million
Q3 2023 Oct 10, 2023	BUY	$60.13 - $64.29 $335,284 - $358,481	5,576 Added 5.11%	114,754 $6.9 Million
Q2 2023 Jul 27, 2023	BUY	$58.74 - $62.09 $344,098 - $363,723	5,858 Added 5.67%	109,178 $6.78 Million
Q1 2023 Apr 20, 2023	BUY	$58.06 - $63.3 $195,255 - $212,877	3,363 Added 3.36%	103,320 $6.26 Million
Q4 2022 Jan 19, 2023	SELL	$55.0 - $63.6 $120,230 - $139,029	-2,186 Reduced 2.14%	99,957 $0
Q3 2022 Oct 14, 2022	BUY	$54.26 - $63.28 $86,436 - $100,805	1,593 Added 1.58%	102,143 $5.78 Million
Q2 2022 Jul 11, 2022	BUY	$56.16 - $65.68 $56,216 - $65,745	1,001 Added 1.01%	100,550 $5.89 Million
Q1 2022 Apr 29, 2022	BUY	$61.31 - $65.53 $41,261 - $44,101	673 Added 0.68%	99,549 $6.31 Million
Q4 2021 Jan 21, 2022	BUY	$59.03 - $64.77 $5.84 Million - $6.4 Million	98,876 New	98,876 $6.4 Million

Others Institutions Holding DTD

# of Institutions

214

Shares Held

9.09M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S TOTAL DIVIDE

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Melone Private Wealth, LLC Wisdomtree Tr U.S Total Divide Transaction History