DON — WISDOMTREE U.S. MIDCAP DIVIDEND FUND

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

This page tracks every 13F SEC filing in which Melone Private Wealth, LLC reported a position in WISDOMTREE U.S. MIDCAP DIVIDEND FUND (DON). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
9.62% (2024 Q1)
Avg. % of fund
8.18%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 156,391 -191,596 -55.1% 3.42% $8.1M $51.56
2025 Q3 ADDED 347,987 +13,457 +4.0% 8.24% $18.2M $51.84
2025 Q2 ADDED 334,530 +7,741 +2.4% 8.55% $16.7M $49.40
2025 Q1 ADDED 326,789 +5,830 +1.8% 8.47% $16.2M $48.48
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DON price (monthly, adj. close)

Other funds also holding DON

As of 2025 Q4 — sorted by position size

Linscomb Wealth, Inc. 3Y 7Y 4.0% Marion Wealth Management 3Y 3.33% Harbour Wealth Management Group, Inc. 3.01% IAG Wealth Partners, LLC 3Y 2.95% Frazier Financial Advisors, LLC 2.78% PRECEDENT WEALTH PARTNERS, LLC 2.72% White Pine Investment CO 3Y 7Y 2.11% Sage Capital Management, LLC 1.91% Grey Ledge Advisors, LLC 3Y 7Y 1.57% Concord Wealth Partners 3Y 1.54%
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