DHS — WISDOMTREE U.S. HIGH DIVIDEND FUND

Ownership history in Melone Private Wealth, LLC  ·  17 quarters on record

AI Ownership Summary

Melone Private Wealth, LLC reported WISDOMTREE U.S. HIGH DIVIDEND FUND (DHS) in 17 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.63% in 2023 Q3. The latest visible filing shows DHS at 0.47% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DHS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Melone Private Wealth, LLC's position in WISDOMTREE U.S. HIGH DIVIDEND FUND, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DHS was reported at 0.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.63% in 2023 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DHS stock page Melone Private Wealth, LLC fund profile Melone Private Wealth, LLC full holdings
How Melone Private Wealth, LLC held DHS — position size vs. price
% of Fund (quarterly)    DHS price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 10,845 -93 -0.9% 0.47% $1.1M 2026-02-14 (Est.) $113.27
2025 Q3 ADDED 10,938 +357 +3.4% 0.50% $1.1M 2025-10-17 $98.87
2025 Q2 ADDED 10,581 +20 +0.2% 0.52% $1.0M 2025-07-08 $95.95
2025 Q1 ADDED 10,561 +12 +0.1% 0.55% $1.0M 2025-04-11 $87.32
2024 Q4 REDUCED 10,549 -30 -0.3% 0.51% $985K 2025-01-14 $89.72
2024 Q3 REDUCED 10,579 -34 -0.3% 0.53% $992K 2024-10-07 $89.31
2024 Q2 ADDED 10,613 +74 +0.7% 0.53% $898K 2024-07-12 $82.32
2024 Q1 REDUCED 10,539 -605 -5.4% 0.55% $913K 2024-05-03 $79.05
2023 Q4 REDUCED 11,144 -194 -1.7% 0.58% $916K 2024-01-12 $75.86
2023 Q3 ADDED 11,338 +62 +0.5% 0.63% $885K 2023-10-10 $71.15
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DHS

As of 2025 Q4 — sorted by position size

INVENIO WEALTH PARTNERS LLC 6.97% Catalyst Investment Management LLC 3.21% Linscomb Wealth, Inc. 3Y 7Y 1.44% Virtus Family Office LLC 3Y 1.31% PRECEDENT WEALTH PARTNERS, LLC 1.26% Barnes Wealth Management Group, Inc 0.88% ShoreHaven Wealth Partners, LLC 3Y 0.46% Evanson Asset Management, LLC 3Y 7Y 0.44% Oxinas Partners, LLC 3Y 0.41% JT Stratford LLC 3Y 7Y 0.38%

FAQ About Melone Private Wealth, LLC and DHS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Melone Private Wealth, LLC reported owning DHS?

Melone Private Wealth, LLC reported DHS across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported DHS position in Melone Private Wealth, LLC's portfolio?

The largest reported portfolio weight for DHS was 0.63% in 2023 Q3.

What is the latest reported DHS position on this page?

The most recent filing on this page is 2025 Q4, when Melone Private Wealth, LLC reported 10,845 shares, equal to 0.47% of portfolio, with an estimated market value of $1.1M.

What does the chart on this DHS ownership page compare?

The chart compares Melone Private Wealth, LLC's quarterly DHS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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