Melone Private Wealth, LLC DON Holdings History
Melone Private Wealth, LLC's WisdomTree U.S. MidCap Dividend Fund Holding Summary
As of 2025-06-30, Melone Private Wealth, LLC held 334,530.00 shares of WisdomTree U.S. MidCap Dividend Fund(DON), totaling $16.72 Mil. This investment constitutes 8.55% of their stock portfolio, and Melone Private Wealth, LLC now holds 0.46% of the outstanding WisdomTree U.S. MidCap Dividend Fund(DON) stock.
The initial trade took place in 2021Q4. And since then Melone Private Wealth, LLC has made 14 purchases of DON, at an average price of $43.36, for a total of 355,051.00 shares. In addition, there have been 1 sales at an average price of $52.47 for 20,521.00 shares. Based on historical transaction data and DON's current price of $51.09, Melone Private Wealth, LLC's estimated gain on his DON holdings is $2.77 Mil, reflecting a 18.02% gain to date.
Melone Private Wealth, LLC DON ($51.09) Holding Chart
Melone Private Wealth, LLC DON ($51.09) 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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