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

Melone Private Wealth, LLC

  • $190 Million
  • Q1 2025

A detailed history of Melone Private Wealth, LLC transactions in Wisdomtree Tr U.S stock. As of the latest transaction made, Melone Private Wealth, LLC holds 10,561 shares of DHS stock, worth $968,338. This represents 0.54% of its overall portfolio holdings.

Number of Shares
10,561
Previous 10,549 0.11%
Holding current value
$968,338
Previous $984,000 5.08%
% of portfolio
0.54%
Previous 0.51%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025
BUY
$91.55 - $99.74 $1,098 - $1,196
12 Added 0.11%
10,561 $1.03 Million
Q4 2024

Jan 14, 2025
SELL
$92.66 - $100.58 $2,779 - $3,017
-30 Reduced 0.28%
10,549 $984,000
Q3 2024

Oct 07, 2024
SELL
$83.9 - $93.83 $2,852 - $3,190
-34 Reduced 0.32%
10,579 $992,000
Q2 2024

Jul 12, 2024
BUY
$81.94 - $87.24 $6,063 - $6,455
74 Added 0.7%
10,613 $897,000
Q1 2024

May 03, 2024
SELL
$79.77 - $86.66 $48,260 - $52,429
-605 Reduced 5.43%
10,539 $913,000
Q4 2023

Jan 12, 2024
SELL
$73.7 - $83.0 $14,297 - $16,102
-194 Reduced 1.71%
11,144 $915,000
Q3 2023

Oct 10, 2023
BUY
$77.8 - $83.01 $4,823 - $5,146
62 Added 0.55%
11,338 $885,000
Q2 2023

Jul 27, 2023
SELL
$76.29 - $83.88 $1,983 - $2,180
-26 Reduced 0.23%
11,276 $897,000
Q1 2023

Apr 20, 2023
BUY
$78.69 - $89.17 $1,337 - $1,515
17 Added 0.15%
11,302 $929,000
Q4 2022

Jan 19, 2023
SELL
$77.6 - $89.39 $15,752 - $18,146
-203 Reduced 1.77%
11,285 $0
Q3 2022

Oct 14, 2022
SELL
$75.81 - $87.12 $21,454 - $24,654
-283 Reduced 2.4%
11,488 $909,000
Q2 2022

Jul 11, 2022
BUY
$80.0 - $91.19 $1,040 - $1,185
13 Added 0.11%
11,771 $969,000
Q1 2022

Apr 29, 2022
SELL
$82.52 - $88.81 $57,764 - $62,167
-700 Reduced 5.62%
11,758 $1.04 Million
Q4 2021

Jan 21, 2022
BUY
$76.78 - $82.54 $956,525 - $1.03 Million
12,458 New
12,458 $1.03 Million

Others Institutions Holding DHS

# of Institutions
242
Shares Held
6.1M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S

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