Pensionmark Financial Group, LLC Wisdomtree U.S. Midcap Fund Transaction History
Pensionmark Financial Group, LLC
- $4.23 Billion
- Q2 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 14,377 shares of EZM stock, worth $898,850. This represents 0.02% of its overall portfolio holdings.
Number of Shares
14,377
Previous 16,522
12.98%
Holding current value
$898,850
Previous $984,000
9.76%
% of portfolio
0.02%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding EZM
# of Institutions
163Shares Held
7.58MCall Options Held
0Put Options Held
0-
Davenport & CO LLC666KShares$41.7 Million0.24% of portfolio
-
Ubs Group Ag665KShares$41.6 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC534KShares$33.4 Million0.0% of portfolio
-
Morgan Stanley New York, NY459KShares$28.7 Million0.0% of portfolio
-
Truist Financial Corp417KShares$26.1 Million0.04% of portfolio