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

Pensionmark Financial Group, LLC

  • $3.72 Billion
  • Q1 2025

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 4,181 shares of EES stock, worth $193,538. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,181
Previous 42,656 90.2%
Holding current value
$193,538
Previous $2.3 Million 91.13%
% of portfolio
0.01%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
SELL
$48.37 - $55.84 $1.86 Million - $2.15 Million
-38,475 Reduced 90.2%
4,181 $204,000
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
161
Shares Held
8.12M
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
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