Melone Private Wealth, LLC DGRW Holdings History
Melone Private Wealth, LLC's WisdomTree U.S. Dividend Growth Fund Holding Summary
As of 2025-06-30, Melone Private Wealth, LLC held 121,218.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $10.11 Mil. This investment constitutes 5.18% of their stock portfolio, and Melone Private Wealth, LLC now holds 0.06% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.
The initial trade took place in 2021Q4. And since then Melone Private Wealth, LLC has made 12 purchases of DGRW, at an average price of $62.95, for a total of 196,292.00 shares. In addition, there have been 3 sales at an average price of $67.50 for 75,074.00 shares. Based on historical transaction data and DGRW's current price of $85.82, Melone Private Wealth, LLC's estimated gain on his DGRW holdings is $3.11 Mil, reflecting a 25.19% gain to date.
Melone Private Wealth, LLC DGRW ($85.82) Holding Chart
Melone Private Wealth, LLC DGRW ($85.82) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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