Pensionmark Financial Group, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Pensionmark Financial Group, LLC

  • $3.54 Billion
  • Q4 2024

A detailed history of Pensionmark Financial Group, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 26,510 shares of DES stock, worth $894,977. This represents 0.03% of its overall portfolio holdings.

Number of Shares
26,510
Previous 25,066 5.76%
Holding current value
$894,977
Previous $864,000 5.32%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$33.7 - $37.69 $48,662 - $54,424
1,444 Added 5.76%
26,510 $910,000
Q3 2024

Nov 25, 2024
SELL
$30.61 - $34.92 $185,527 - $211,650
-6,061 Reduced 19.47%
25,066 $864,000
Q3 2024

Nov 14, 2024
BUY
$30.61 - $34.92 $952,797 - $1.09 Million
31,127 New
31,127 $1.07 Million

Others Institutions Holding DES

# of Institutions
360
Shares Held
31.5M
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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