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

Pensionmark Financial Group, LLC

  • $3.54 Billion
  • Q4 2024

A detailed history of Pensionmark Financial Group, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 42,656 shares of EES stock, worth $2.15 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
42,656
Previous 41,698 2.3%
Holding current value
$2.15 Million
Previous $2.2 Million 4.59%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Feb 12, 2025
BUY
$51.33 - $58.78 $49,174 - $56,311
958 Added 2.3%
42,656 $2.3 Million
Q3 2024

Nov 14, 2024
BUY
$46.45 - $53.68 $1.94 Million - $2.24 Million
41,698 New
41,698 $2.2 Million

Others Institutions Holding EES

# of Institutions
165
Shares Held
7.89M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE U.S. SMALLCAP FUND

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

Track Pensionmark Financial Group, LLC Portfolio

Follow Pensionmark Financial Group, 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 Pensionmark Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pensionmark Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email