MPW
DES icon

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

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DSCM
Del-Sette Capital Management Schenectady, New York $171M AUM 36.85% 1-Year Est. Return
HHRDM
H&H Retirement Design & Management Las Vegas, Nevada $220M AUM 16.47% 1-Year Est. Return
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 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. 166 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.
  • 166 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.