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

Pensionmark Financial Group, LLC

  • $4.67 Billion
  • Q3 2025

A detailed history of Pensionmark Financial Group, LLC transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 7,244 shares of WTV stock, worth $655,147. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,244
Previous 4,103 76.55%
Holding current value
$655,147
Previous $354,000 86.16%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 15, 2025
BUY
$85.93 - $92.12 $269,906 - $289,348
3,141 Added 76.55%
7,244 $659,000
Q2 2025

Aug 04, 2025
SELL
$72.32 - $86.4 $1,012 - $1,209
-14 Reduced 0.34%
4,103 $354,000
Q1 2025

Apr 29, 2025
BUY
$79.96 - $87.71 $329,195 - $361,102
4,117 New
4,117 $338,000

Others Institutions Holding WTV

# of Institutions
192
Shares Held
17.7M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR WISDOMTREE U.S.

WTV Quotes by TradingView
  • Ticker WTV
  • Sector ETFs
  • Industry ETFs
More about WTV
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