Marathon Strategic Advisors, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Marathon Strategic Advisors, LLC

$125 Billion
Q3 2025

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 65,061 shares of DES stock, worth $2.13 Million. This represents 1.75% of its overall portfolio holdings.

Number of Shares

65,061

Previous 61,793 5.29%

Holding current value

$2.13 Million

Previous $1.96 Billion 11.65%

% of portfolio

1.75%

Previous 1.82%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	BUY	$31.31 - $34.54 $102,321 - $112,876	3,268 Added 5.29%	65,061 $2.19 Billion
Q2 2025 Jul 29, 2025	BUY	$28.02 - $32.37 $66,099 - $76,360	2,359 Added 3.97%	61,793 $1.96 Billion
Q1 2025 Apr 17, 2025	BUY	$31.63 - $35.22 $2,562 - $2,852	81 Added 0.14%	59,434 $1.9 Billion
Q4 2024 Jan 17, 2025	BUY	$33.7 - $37.69 $2 Million - $2.24 Million	59,353 New	59,353 $2.04 Billion
Q3 2024 Oct 07, 2024	BUY	$30.61 - $34.92 $126,296 - $144,079	4,126 Added 7.54%	58,847 $2.03 Billion

Q2 2024 Jul 08, 2024	BUY	$30.34 - $32.53 $14,168 - $15,191	467 Added 0.86%	54,721 $1.7 Billion
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

# of Institutions

384

Shares Held

30.9M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR U.S. SMALLCAP DI

Ticker DES
Sector ETFs
Industry ETFs

More about DES

Track This Portfolio

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.

Account

Marathon Strategic Advisors, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History