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 41,698 shares of EES stock, worth $2.28 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
41,698
Previous 41,698 -0.0%
Holding current value
$2.28 Million
Previous $2.2 Million -0.0%
% of portfolio
0.07%
Previous 0.01%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About WISDOMTREE U.S. SMALLCAP FUND


  • 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.