Paragon Private Wealth Management, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Paragon Private Wealth Management, LLC

  • $283 Million
  • Q3 2025

A detailed history of Paragon Private Wealth Management, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Paragon Private Wealth Management, LLC holds 28,588 shares of DES stock, worth $936,542. This represents 0.34% of its overall portfolio holdings.

Number of Shares
28,588
Previous 25,233 13.3%
Holding current value
$936,542
Previous $801,000 20.1%
% of portfolio
0.34%
Previous 0.34%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$31.31 - $34.54 $105,045 - $115,881
3,355 Added 13.3%
28,588 $962,000
Q2 2025

Aug 14, 2025
BUY
$28.02 - $32.37 $197,765 - $228,467
7,058 Added 38.83%
25,233 $801,000
Q1 2025

May 15, 2025
BUY
$31.63 - $35.22 $574,875 - $640,123
18,175 New
18,175 $580,000

Others Institutions Holding DES

# of Institutions
383
Shares Held
30.8M
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
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