Number of Shares
304,769.00
Current Holdings Value*
$13.77 Mil
% of Portfolio
7.05%
Total Estimate Gain
$1.03 Mil
% of Total Estimate Gain
7.78%

Melone Private Wealth, LLC's WisdomTree International Hedged Quality Dividend Growth Fund Holding Summary

As of 2025-06-30, Melone Private Wealth, LLC held 304,769.00 shares of WisdomTree International Hedged Quality Dividend Growth Fund(IHDG), totaling $13.77 Mil. This investment constitutes 7.05% of their stock portfolio, and Melone Private Wealth, LLC now holds 0.55% of the outstanding WisdomTree International Hedged Quality Dividend Growth Fund(IHDG) stock.

The initial trade took place in 2021Q4. And since then Melone Private Wealth, LLC has made 14 purchases of IHDG, at an average price of $41.76, for a total of 317,067.00 shares. In addition, there have been 1 sales at an average price of $44.59 for 12,298.00 shares. Based on historical transaction data and IHDG's current price of $45.03, Melone Private Wealth, LLC's estimated gain on his IHDG holdings is $1.03 Mil, reflecting a 7.78% gain to date.

Melone Private Wealth, LLC IHDG ($45.03) Holding Chart

Melone Private Wealth, LLC IHDG ($45.03) 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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