Melone Private Wealth, LLC DGRW — WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND

Ownership history in Melone Private Wealth, LLC  ·  18 quarters on record

AI Ownership Summary

Melone Private Wealth, LLC reported WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND (DGRW) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 5.6% in 2024 Q2. The latest visible filing shows DGRW at 2.30% 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 DGRW 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. QUALITY DIVIDEND GROWTH 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
2026 Q1

DGRW was reported at 2.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.6% in 2024 Q2

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

DGRW stock page Melone Private Wealth, LLC fund profile Melone Private Wealth, LLC full holdings
How Melone Private Wealth, LLC held DGRW — position size vs. price
% of Fund (quarterly)    DGRW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 64,100 +1,188 +1.9% 2.30% $5.6M 2026-04-08 $90.35
2025 Q4 REDUCED 53.4% -1.5% ✅ 62,912 -72,124 -53.4% 2.39% $5.6M 2026-01-07 $89.90
2025 Q3 ADDED — — — 135,036 +13,818 +11.4% 5.44% $12.0M 2025-10-17 $87.84
2025 Q2 ADDED — — — 121,218 +2,864 +2.4% 5.18% $10.1M 2025-07-08 $83.79
2025 Q1 ADDED — — — 118,354 +950 +0.8% 4.95% $9.5M 2025-04-11 $74.75
2024 Q4 REDUCED 5.4% -1.0% ✅ 117,404 -6,688 -5.4% 4.92% $9.5M 2025-01-14 $79.22
2024 Q3 ADDED — — — 124,092 +3,046 +2.5% 5.48% $10.3M 2024-10-07 $80.47
2024 Q2 ADDED — — — 121,046 +1,075 +0.9% 5.60% $9.4M 2024-07-12 $77.94
2024 Q1 ADDED — — — 119,971 +809 +0.7% 5.49% $9.1M 2024-05-03 $71.86
2023 Q4 REDUCED 35.6% +8.3% ❌ 119,162 -65,832 -35.6% 5.33% $8.4M 2024-01-12 $68.17
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DGRW

As of 2026 Q1 — sorted by position size

Hamilton Capital, LLC 3Y 7Y 32.86% Team Financial Group, LLC 15.62% RESOLUTE CAPITAL, LLC 14.58% Fiduciary Planning LLC 3Y 13.61% Boyce & Associates Wealth Consulting, Inc. 3Y 13.51% IAM Advisory, LLC 3Y 13.06% COLUMBIA ADVISORY PARTNERS LLC 3Y 12.7% Duncan Williams Asset Management, LLC 12.37% Lauer Wealth, LLC 11.31% Choice Wealth Advisors LLC 3Y 11.31%

FAQ About Melone Private Wealth, LLC and DGRW

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 DGRW?

Melone Private Wealth, LLC reported DGRW across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

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

The largest reported portfolio weight for DGRW was 5.60% in 2024 Q2.

What is the latest reported DGRW position on this page?

The most recent filing on this page is 2026 Q1, when Melone Private Wealth, LLC reported 64,100 shares, equal to 2.30% of portfolio, with an estimated market value of $5.6M.

What does the chart on this DGRW ownership page compare?

The chart compares Melone Private Wealth, LLC's quarterly DGRW 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.

How well did Melone Private Wealth, LLC time their DGRW position?

Based on 13F filing dates vs. subsequent DGRW price moves, Melone Private Wealth, LLC correctly timed 11 out of 17 reported position changes (65%). The annualised alpha on DGRW relative to SPY over the holding period was -1.2%.

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