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
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
SELL
$51.81 - $61.79 $111,132 - $132,539
-2,145 Reduced 12.98%
14,377 $888,000
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
163
Shares Held
7.58M
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
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