Melone Private Wealth, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Melone Private Wealth, LLC
- $190 Million
- Q1 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 141,534 shares of DES stock, worth $4.52 Million. This represents 2.37% of its overall portfolio holdings.
Number of Shares
141,534
Previous 141,144
0.28%
Holding current value
$4.52 Million
Previous $4.85 Million
6.83%
% of portfolio
2.37%
Previous 2.51%
Shares
14 transactions
Others Institutions Holding DES
# of Institutions
361Shares Held
31.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.46MShares$78.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.23MShares$71.2 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC2.22MShares$70.8 Million0.01% of portfolio
-
Ubs Group Ag1.72MShares$55 Million0.01% of portfolio
-
Creative Planning Overland Park, KS1.48MShares$47.1 Million0.05% of portfolio