WisdomTree Equity Income Fund shares owned by Melone Private Wealth
Quarter-by-quarter ownership of WisdomTree Equity Income Fund (DHS) shares owned by Melone Private Wealth
from 13F filings
Historical chart of Melone Private Wealth investment in WisdomTree Equity Income Fund
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All positions including WisdomTree Equity Income Fund held by Melone Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in WisdomTree Equity Income Fund by Melone Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 11k | 100.75 |
| 2025-06-30 | $1.0M | 11k | 95.69 |
| 2025-03-31 | $1.0M | 11k | 99.16 |
| 2024-12-31 | $985k | 11k | 93.36 |
| 2024-09-30 | $992k | 11k | 93.80 |
| 2024-06-30 | $898k | 11k | 84.59 |
| 2024-03-31 | $913k | 11k | 86.66 |
| 2023-12-31 | $916k | 11k | 82.18 |
| 2023-09-30 | $885k | 11k | 78.06 |
| 2023-06-30 | $897k | 11k | 79.57 |
| 2023-03-31 | $936k | 11k | 82.82 |
| 2022-12-31 | $971k | 11k | 86.06 |
| 2022-09-30 | $909k | 12k | 79.13 |
| 2022-06-30 | $969k | 12k | 82.32 |
| 2022-03-31 | $1.0M | 12k | 88.03 |
| 2021-12-31 | $1.0M | 13k | 82.52 |
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