Melone Private Wealth
DHS icon

Melone Private Wealth’s WisdomTree US High Dividend Fund DHS Stock Holding History

Melone Private Wealth’s Portfolio DHS Stock Details DHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.18M Buy
10,526
+17
+0.2% +$1.98K 0.46% 35
2026
Q2 		$1.19M Sell
10,509
-256
-2% -$28.5K 0.46% 35
2026
Q1 		$1.18M Sell
10,765
-80
-0.7% -$8.69K 0.48% 36
2025
Q4 		$1.1M Sell
10,845
-93
-0.9% -$9.37K 0.47% 34
2025
Q3 		$1.1M Buy
10,938
+357
+3% +$35.4K 0.5% 31
2025
Q2 		$1.01M Buy
10,581
+20
+0.2% +$1.88K 0.52% 30
2025
Q1 		$1.05M Buy
10,561
+12
+0.1% +$1.16K 0.55% 31
2024
Q4 		$985K Sell
10,549
-30
-0.3% -$2.88K 0.51% 30
2024
Q3 		$992K Sell
10,579
-34
-0.3% -$3.06K 0.53% 29
2024
Q2 		$898K Buy
10,613
+74
+0.7% +$6.26K 0.53% 30
2024
Q1 		$913K Sell
10,539
-605
-5% -$49.8K 0.55% 29
2023
Q4 		$916K Sell
11,144
-194
-2% -$15.2K 0.58% 29
2023
Q3 		$885K Buy
11,338
+62
+0.5% +$5K 0.63% 30
2023
Q2 		$897K Sell
11,276
-26
-0.2% -$2.08K 0.63% 30
2023
Q1 		$936K Buy
11,302
+17
+0.2% +$1.45K 0.71% 27
2022
Q4 		$971K Sell
11,285
-203
-2% -$17.2K 0.82% 29
2022
Q3 		$909K Sell
11,488
-283
-2% -$23.5K 0.79% 30
2022
Q2 		$969K Buy
11,771
+13
+0.1% +$1.13K 0.82% 30
2022
Q1 		$1.04M Sell
11,758
-700
-6% -$59.8K 0.84% 31
2021
Q4 		$1.03M Buy
+12,458
New +$991K 0.77% 35

Other funds holding DHS

MB, Levis & Associates
MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return
Stonebridge Wealth Management
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return
Precedent Wealth Partners
Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
FFG Retirement Advisors
FFG Retirement Advisors Centennial, Colorado $188M AUM 8.64% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Catalyst Investment Management
Catalyst Investment Management Windham, New Hampshire $113M AUM 13.48% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
LVM Capital Management
LVM Capital Management Portage, Michigan $1.2B AUM 32.11% 1-Year Est. Return

Melone Private Wealth's DHS Position: Q3 2026 in Review

Melone Private Wealth increased its WisdomTree US High Dividend Fund (DHS) stake by 0.16% in Q3 2026, buying an estimated $1.98K and bringing the position to 10,526 shares worth $1.18M. The position accounts for 0.46% of the portfolio, ranked #35.

Melone Private Wealth first reported a position in DHS in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.19M in Q2 2026. 94 funds tracked by Wall St. Rank hold DHS as of Q3 2026.

  • Melone Private Wealth held 10,526 shares of WisdomTree US High Dividend Fund worth $1.18M as of Q3 2026.
  • Melone Private Wealth bought 17 WisdomTree US High Dividend Fund shares in Q3 2026, an estimated $1.98K.
  • WisdomTree US High Dividend Fund made up 0.46% of Melone Private Wealth's portfolio in Q3 2026, its #35 holding.
  • Melone Private Wealth first reported a position in WisdomTree US High Dividend Fund in Q4 2021 and has held it in 20 quarters since.
  • Melone Private Wealth's WisdomTree US High Dividend Fund position peaked at $1.19M in Q2 2026.
  • 94 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2026.

Based on Melone Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.