Pinnacle Wealth Planning Services, Inc. Wisdom Tree Investments, Inc. Transaction History
Pinnacle Wealth Planning Services, Inc.
- $748 Million
- Q2 2025
A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Wisdom Tree Investments, Inc. stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 28,703 shares of WETF stock, worth $156,718. This represents 0.02% of its overall portfolio holdings.
Number of Shares
28,703
Previous 32,199
10.86%
Holding current value
$156,718
Previous $175,000
10.86%
% of portfolio
0.02%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding WETF
# of Institutions
262Shares Held
131MCall Options Held
64.1KPut Options Held
19.3K-
Black Rock Inc. New York, NY18.5MShares$101 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA14.7MShares$80.1 Million0.0% of portfolio
-
Azora Capital LP Miami, FL7.07MShares$38.6 Million1.86% of portfolio
-
Israel Englander Millennium Management LLC | New York, Ny5.61MShares$30.6 Million0.02% of portfolio
-
State Street Corp Boston, MA5.29MShares$28.9 Million0.0% of portfolio
About WisdomTree Investments, Inc.
- Ticker WETF
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 146,584,992
- Market Cap $800M
- Description
- WisdomTree Investments, Inc., through its subsidiaries, operates as an exchange-traded funds (ETFs) sponsor and asset manager. It offers ETFs in equities, currency, fixed income, and alternatives asset classes. The company also licenses its indexes to third parties for proprietary products, as well as offers a platform to promote the use of Wisd...