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

Melone Private Wealth, LLC

  • $220 Million
  • Q3 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 142,641 shares of DTD stock, worth $12 Million. This represents 5.44% of its overall portfolio holdings.

Number of Shares
142,641
Previous 124,971 14.14%
Holding current value
$12 Million
Previous $9.94 Million 20.57%
% of portfolio
5.44%
Previous 5.07%

Shares

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

Oct 17, 2025
BUY
$79.83 - $84.0 $1.41 Million - $1.48 Million
17,670 Added 14.14%
142,641 $12 Million
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
220
Shares Held
9.14M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S TOTAL DIVIDE

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