Melone Private Wealth, LLC Wisdomtree U.S. Largecap Fund Transaction History

Melone Private Wealth, LLC

$193 Million
Q4 2024

A detailed history of Melone Private Wealth, LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Melone Private Wealth, LLC holds 9,169 shares of EPS stock, worth $577,005. This represents 0.29% of its overall portfolio holdings.

Number of Shares

9,169

Previous 9,211 0.46%

Holding current value

$577,005

Previous $553,000 1.27%

% of portfolio

0.29%

Previous 0.29%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$59.58 - $63.93 $2,502 - $2,685	-42 Reduced 0.46%	9,169 $560,000
Q3 2024 Oct 07, 2024	SELL	$54.33 - $60.04 $2,281 - $2,521	-42 Reduced 0.45%	9,211 $553,000
Q2 2024 Jul 12, 2024	BUY	$52.92 - $56.98 $1,217 - $1,310	23 Added 0.25%	9,253 $526,000
Q1 2024 May 03, 2024	SELL	$49.46 - $55.4 $41,595 - $46,591	-841 Reduced 8.35%	9,230 $511,000
Q4 2023 Jan 12, 2024	SELL	$43.69 - $50.33 $38,578 - $44,441	-883 Reduced 8.06%	10,071 $504,000
Q3 2023 Oct 10, 2023	BUY	$45.54 - $48.62 $1,138 - $1,215	25 Added 0.23%	10,954 $501,000
Q1 2023 Apr 20, 2023	SELL	$41.41 - $45.19 $2,650 - $2,892	-64 Reduced 0.58%	10,929 $477,000
Q3 2022 Oct 14, 2022	BUY	$38.39 - $46.02 $959 - $1,150	25 Added 0.23%	10,993 $441,000
Q2 2022 Jul 11, 2022	SELL	$39.74 - $48.71 $6,636 - $8,134	-167 Reduced 1.5%	10,968 $461,000
Q1 2022 Apr 29, 2022	BUY	$44.93 - $50.92 $2,021 - $2,291	45 Added 0.41%	11,135 $512,000
Q4 2021 Jan 21, 2022	BUY	$45.99 - $50.68 $510,029 - $562,041	11,090 New	11,090 $558,000

Others Institutions Holding EPS

# of Institutions

147

Shares Held

14.1M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE U.S. LARGECAP FUND

Ticker EPS
Sector ETFs
Industry ETFs

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Melone Private Wealth, LLC Wisdomtree U.S. Largecap Fund Transaction History