Melone Private Wealth’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Melone Private Wealth’s Portfolio DES Stock Details DES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.05M	Buy	173,362 +1,195	+0.7%	+$46K	2.69%	16
2026 Q1	$6.19M	Buy	172,167 +12,457	+8%	+$449K	2.53%	17
2025 Q4	$5.34M	Buy	159,710 +1,003	+0.6%	+$33.5K	2.27%	19
2025 Q3	$5.35M	Buy	158,707 +17,130	+12%	+$569K	2.42%	15
2025 Q2	$4.51M	Buy	141,577 +43	+0%	+$1.32K	2.31%	18
2025 Q1	$4.52M	Buy	141,534 +390	+0.3%	+$13.1K	2.37%	17
2024 Q4	$4.85M	Buy	141,144 +2,924	+2%	+$103K	2.51%	15
2024 Q3	$4.77M	Sell	138,220 -712	-0.5%	-$23.7K	2.53%	15
2024 Q2	$4.33M	Buy	138,932 +1,681	+1%	+$52.8K	2.56%	15
2024 Q1	$4.49M	Sell	137,251 -2,389	-2%	-$74.7K	2.69%	15
2023 Q4	$4.49M	Buy	139,640 +3,561	+3%	+$103K	2.86%	15
2023 Q3	$3.84M	Buy	136,079 +583	+0.4%	+$17.1K	2.74%	14
2023 Q2	$3.9M	Buy	135,496 +2,390	+2%	+$66.6K	2.75%	14
2023 Q1	$3.71M	Buy	133,106 +1,833	+1%	+$54.9K	2.83%	14
2022 Q4	$3.73M	Buy	131,273 +9,402	+8%	+$270K	3.16%	14
2022 Q3	$3.27M	Buy	121,871 +2,657	+2%	+$77K	2.86%	13
2022 Q2	$3.36M	Sell	119,214 -154	-0.1%	-$4.62K	2.85%	13
2022 Q1	$3.65M	Sell	119,368 -1,848	-2%	-$59K	2.98%	12
2021 Q4	$3.98M	Buy	+121,216	New	+$3.92M	3%	11

Other funds holding DES

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Melone Private Wealth's DES Position: Q2 2026 in Review

Melone Private Wealth increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 0.69% in Q2 2026, buying an estimated $46K and bringing the position to 173,362 shares worth $7.05M. The position accounts for 2.69% of the portfolio, ranked #16.

Melone Private Wealth first reported a position in DES in Q4 2021 and has held it in 19 quarters since. 370 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Melone Private Wealth held 173,362 shares of WisdomTree US SmallCap Dividend Fund worth $7.05M as of Q2 2026.
Melone Private Wealth bought 1,195 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $46K.
WisdomTree US SmallCap Dividend Fund made up 2.69% of Melone Private Wealth's portfolio in Q2 2026, its #16 holding.
Melone Private Wealth first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2021 and has held it in 19 quarters since.
370 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Melone Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.