Pensionmark Financial Group, LLC Wisdomtree U.S. Midcap 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. Midcap Fund stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 16,522 shares of EZM stock, worth $937,127. This represents 0.03% of its overall portfolio holdings.

Number of Shares
16,522
Previous 87,478 81.11%
Holding current value
$937,127
Previous $5.47 Million 82.0%
% of portfolio
0.03%
Previous 0.15%

Shares

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

Apr 29, 2025
SELL
$58.11 - $65.29 $4.12 Million - $4.63 Million
-70,956 Reduced 81.11%
16,522 $984,000
Q4 2024

Feb 12, 2025
SELL
$61.21 - $68.19 $13,772 - $15,342
-225 Reduced 0.26%
87,478 $5.47 Million
Q3 2024

Nov 14, 2024
BUY
$56.83 - $62.44 $4.98 Million - $5.48 Million
87,703 New
87,703 $5.47 Million

Others Institutions Holding EZM

# of Institutions
158
Shares Held
7.39M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE U.S. MIDCAP FUND

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