Melone Private Wealth, LLC DTD Holdings History
Melone Private Wealth, LLC's WisdomTree U.S. Total Dividend Fund Holding Summary
As of 2025-06-30, Melone Private Wealth, LLC held 124,971.00 shares of WisdomTree U.S. Total Dividend Fund(DTD), totaling $9.87 Mil. This investment constitutes 5.05% of their stock portfolio, and Melone Private Wealth, LLC now holds 0.72% of the outstanding WisdomTree U.S. Total Dividend Fund(DTD) stock.
The initial trade took place in 2021Q4. And since then Melone Private Wealth, LLC has made 13 purchases of DTD, at an average price of $62.95, for a total of 128,428.00 shares. In addition, there have been 2 sales at an average price of $62.46 for 3,457.00 shares. Based on historical transaction data and DTD's current price of $81.62, Melone Private Wealth, LLC's estimated gain on his DTD holdings is $2.33 Mil, reflecting a 28.84% gain to date.
Melone Private Wealth, LLC DTD ($81.62) Holding Chart
Melone Private Wealth, LLC DTD ($81.62) 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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