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

Pensionmark Financial Group, LLC

  • $4.67 Billion
  • Q3 2025

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 28,804 shares of DES stock, worth $973,863. This represents 0.02% of its overall portfolio holdings.

Number of Shares
28,804
Previous 26,584 8.35%
Holding current value
$973,863
Previous $844,000 14.93%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 15, 2025
BUY
$31.31 - $34.54 $69,508 - $76,678
2,220 Added 8.35%
28,804 $970,000
Q2 2025

Aug 04, 2025
BUY
$28.02 - $32.37 $37,827 - $43,699
1,350 Added 5.35%
26,584 $844,000
Q1 2025

Apr 29, 2025
SELL
$31.63 - $35.22 $40,359 - $44,940
-1,276 Reduced 4.81%
25,234 $806,000
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
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
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