A detailed history of Marathon Strategic Advisors, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Marathon Strategic Advisors, LLC holds 54,254 shares of DES stock, worth $1.68 Million. This represents 2.16% of its overall portfolio holdings.

Number of Shares
54,254
Previous 53,428 1.55%
Holding current value
$1.68 Million
Previous $1.72 Billion 3.16%
% of portfolio
2.16%
Previous 2.33%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024

BUY
$30.25 - $32.68 $24,986 - $26,993
826 Added 1.55%
54,254 $1.77 Billion
Q4 2023

Apr 30, 2024

BUY
$26.55 - $32.72 $1.42 Million - $1.75 Million
53,428 New
53,428 $1.72 Billion

Others Institutions Holding DES

About WISDOMTREE TR U.S. SMALLCAP DI


  • Ticker DES
  • Sector ETFs
  • Industry ETFs
More about DES
Track This Portfolio

Track Marathon Strategic Advisors, LLC Portfolio

Follow Marathon Strategic Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Marathon Strategic Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marathon Strategic Advisors, LLC with notifications on news.