Melone Private Wealth
DTD icon

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
Q3 		$8.04M Buy
86,070
+3,057
+4% +$293K 3.15% 14
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 		$9.9M 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

Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Pinnacle Financial Group
Pinnacle Financial Group Western Springs, Illinois $416M AUM 12.58% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
FFG Retirement Advisors
FFG Retirement Advisors Centennial, Colorado $188M AUM 8.64% 1-Year Est. Return
Envision Financial
Envision Financial Brookfield, Wisconsin $225M AUM 10.48% 1-Year Est. Return
Certified Advisory Corp
Certified Advisory Corp Altamonte Springs, Florida $1.2B AUM 14.78% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Sonata Capital Group
Sonata Capital Group Seattle, Washington $314M AUM 13.54% 1-Year Est. Return
Cherrydale Wealth Management
Cherrydale Wealth Management Hoboken, New Jersey $386M AUM 17.17% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

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

Melone Private Wealth increased its WisdomTree US Total Dividend Fund (DTD) stake by 3.7% in Q3 2026, buying an estimated $293K and bringing the position to 86,070 shares worth $8.04M. The position accounts for 3.15% of the portfolio, ranked #14.

Melone Private Wealth first reported a position in DTD in Q4 2021 and has held it in 20 quarters since. The position peaked at $12M in Q3 2025. 72 funds tracked by Wall St. Rank hold DTD as of Q3 2026.

  • Melone Private Wealth held 86,070 shares of WisdomTree US Total Dividend Fund worth $8.04M as of Q3 2026.
  • Melone Private Wealth bought 3,057 WisdomTree US Total Dividend Fund shares in Q3 2026, an estimated $293K.
  • WisdomTree US Total Dividend Fund made up 3.15% of Melone Private Wealth's portfolio in Q3 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 20 quarters since.
  • Melone Private Wealth's WisdomTree US Total Dividend Fund position peaked at $12M in Q3 2025.
  • 72 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2026.

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