Pensionmark Financial Group, LLC Wisdomtree Tr Currency Hedged Transaction History
Pensionmark Financial Group, LLC
- $3.72 Billion
- Q1 2025
A detailed history of Pensionmark Financial Group, LLC transactions in Wisdomtree Tr Currency Hedged stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 42,071 shares of DDWM stock, worth $1.59 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
42,071
Previous 373,216
88.73%
Holding current value
$1.59 Million
Previous $12.8 Million
87.94%
% of portfolio
0.04%
Previous 0.36%
Shares
3 transactions
Others Institutions Holding DDWM
# of Institutions
95Shares Held
8.36MCall Options Held
0Put Options Held
0-
Hennion & Walsh Asset Management, Inc.1.18MShares$44.5 Million2.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC945KShares$35.8 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL795KShares$30.1 Million0.01% of portfolio
-
Fundamentun, LLC Beachwood, OH545KShares$20.7 Million1.16% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL529KShares$20.1 Million0.03% of portfolio