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Melone Private Wealth’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Melone Private Wealth’s Portfolio DTD Stock Details DTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.74M Sell
83,013
-847
-1% -$77.3K 2.95% 14
2026
Q1 		$7.24M Buy
83,860
+3,656
+5% +$321K 2.96% 13
2025
Q4 		$6.81M Sell
80,204
-62,437
-44% -$5.26M 2.89% 13
2025
Q3 		$12M Buy
142,641
+17,670
+14% +$1.45M 5.43% 8
2025
Q2 		$9.87M Buy
124,971
+2,525
+2% +$191K 5.05% 8
2025
Q1 		$9.42M Buy
122,446
+1,889
+2% +$147K 4.93% 8
2024
Q4 		$9.15M Buy
120,557
+2,632
+2% +$205K 4.74% 8
2024
Q3 		$9.04M Buy
117,925
+2,146
+2% +$158K 4.8% 9
2024
Q2 		$8.2M Buy
115,779
+756
+0.7% +$52.6K 4.86% 8
2024
Q1 		$8.13M Sell
115,023
-1,271
-1% -$85.4K 4.88% 8
2023
Q4 		$7.6M Buy
116,294
+1,540
+1% +$94.8K 4.84% 8
2023
Q3 		$6.9M Buy
114,754
+5,576
+5% +$348K 4.94% 7
2023
Q2 		$6.78M Buy
109,178
+5,858
+6% +$355K 4.78% 9
2023
Q1 		$6.27M Buy
103,320
+3,363
+3% +$205K 4.78% 8
2022
Q4 		$6.06M Sell
99,957
-2,186
-2% -$131K 5.14% 5
2022
Q3 		$5.78M Buy
102,143
+1,593
+2% +$94.9K 5.05% 6
2022
Q2 		$5.89M Buy
100,550
+1,001
+1% +$61.7K 4.99% 6
2022
Q1 		$6.31M Buy
99,549
+673
+0.7% +$42.8K 5.15% 5
2021
Q4 		$6.4M Buy
+98,876
New +$6.15M 4.82% 5

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
6F
626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
PFG
Pinnacle Financial Group Western Springs, Illinois $410M AUM 20.67% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

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

Melone Private Wealth reduced its WisdomTree US Total Dividend Fund (DTD) stake by 1% in Q2 2026, selling an estimated $77.3K and leaving 83,013 shares worth $7.74M. The position accounts for 2.95% of the portfolio, ranked #14.

Melone Private Wealth first reported a position in DTD in Q4 2021 and has held it in 19 quarters since. The position peaked at $12M in Q3 2025. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

  • Melone Private Wealth held 83,013 shares of WisdomTree US Total Dividend Fund worth $7.74M as of Q2 2026.
  • Melone Private Wealth sold 847 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $77.3K.
  • WisdomTree US Total Dividend Fund made up 2.95% of Melone Private Wealth's portfolio in Q2 2026, its #14 holding.
  • Melone Private Wealth first reported a position in WisdomTree US Total Dividend Fund in Q4 2021 and has held it in 19 quarters since.
  • Melone Private Wealth's WisdomTree US Total Dividend Fund position peaked at $12M in Q3 2025.
  • 211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

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