Marino, Stram & Associates LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Marino, Stram & Associates LLC

  • $490 Million
  • Q2 2025

A detailed history of Marino, Stram & Associates LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Marino, Stram & Associates LLC holds 14,901 shares of DES stock, worth $503,802. This represents 0.1% of its overall portfolio holdings.

Number of Shares
14,901
Previous 20,061 25.72%
Holding current value
$503,802
Previous $641,000 26.21%
% of portfolio
0.1%
Previous 0.14%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
SELL
$28.02 - $32.37 $144,583 - $167,029
-5,160 Reduced 25.72%
14,901 $473,000
Q1 2025

Apr 21, 2025
BUY
$31.63 - $35.22 $569 - $633
18 Added 0.09%
20,061 $641,000
Q4 2024

Jan 17, 2025
SELL
$33.7 - $37.69 $4,313 - $4,824
-128 Reduced 0.63%
20,043 $688,000
Q3 2024

Oct 21, 2024
BUY
$30.61 - $34.92 $826 - $942
27 Added 0.13%
20,171 $695,000
Q2 2024

Jul 18, 2024
BUY
$30.34 - $32.53 $1,001 - $1,073
33 Added 0.16%
20,144 $627,000
Q1 2024

Apr 24, 2024
BUY
$30.25 - $32.68 $514 - $555
17 Added 0.08%
20,111 $657,000
Q4 2023

Jan 30, 2024
BUY
$26.55 - $32.72 $743 - $916
28 Added 0.14%
20,094 $646,000
Q3 2023

Oct 30, 2023
BUY
$27.79 - $30.65 $750 - $827
27 Added 0.13%
20,066 $565,000
Q2 2023

Jul 20, 2023
BUY
$26.6 - $29.16 $1,037 - $1,137
39 Added 0.19%
20,039 $576,000
Q1 2023

Apr 20, 2023
BUY
$27.3 - $32.13 $737 - $867
27 Added 0.14%
20,000 $571,000
Q4 2022

Jan 19, 2023
SELL
$26.29 - $30.5 $4,916 - $5,703
-187 Reduced 0.93%
19,973 $0
Q3 2022

Oct 17, 2022
SELL
$25.74 - $31.54 $75,624 - $92,664
-2,938 Reduced 12.72%
20,160 $519,000
Q2 2022

Jul 15, 2022
BUY
$27.57 - $32.14 $24,675 - $28,765
895 Added 4.03%
23,098 $652,000
Q1 2022

Apr 25, 2022
SELL
$30.79 - $33.49 $85,134 - $92,599
-2,765 Reduced 11.07%
22,203 $708,000
Q4 2021

Jan 20, 2022
SELL
$30.94 - $33.79 $26,051 - $28,451
-842 Reduced 3.26%
24,968 $820,000
Q3 2021

Oct 14, 2021
BUY
$30.22 - $32.27 $779,978 - $832,888
25,810 New
25,810 $796,000
Q2 2021

Jul 22, 2021
SELL
$31.27 - $33.51 $692,192 - $741,777
-22,136 Closed
0 $0
Q1 2021

Apr 26, 2021
BUY
$26.31 - $32.55 $131,076 - $162,164
4,982 Added 29.04%
22,136 $690,000
Q4 2020

Jan 19, 2021
BUY
$21.26 - $26.81 $60,144 - $75,845
2,829 Added 19.75%
17,154 $456,000
Q3 2020

Oct 22, 2020
SELL
$20.09 - $23.24 $84,659 - $97,933
-4,214 Reduced 22.73%
14,325 $302,000
Q2 2020

Jul 20, 2020
BUY
$16.54 - $23.54 $2,050 - $2,918
124 Added 0.67%
18,539 $393,000
Q1 2020

May 05, 2020
BUY
$15.92 - $28.87 $293,166 - $531,641
18,415 New
18,415 $332,000

Others Institutions Holding DES

# of Institutions
377
Shares Held
31M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. SMALLCAP DI

DES Quotes by TradingView
  • Ticker DES
  • Sector ETFs
  • Industry ETFs
More about DES
Track This Portfolio

Track Marino, Stram & Associates LLC Portfolio

Follow Marino, Stram & Associates 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 Marino, Stram & Associates LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marino, Stram & Associates LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email