Pmg Wealth Management, Inc. Wisdomtree Tr Wisdomtree U.S. Transaction History

Pmg Wealth Management, Inc.

  • $121 Billion
  • Q2 2025

A detailed history of Pmg Wealth Management, Inc. transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Pmg Wealth Management, Inc. holds 35,043 shares of WTV stock, worth $3.09 Million. This represents 2.5% of its overall portfolio holdings.

Number of Shares
35,043
Previous 31,216 12.26%
Holding current value
$3.09 Million
Previous $2.57 Billion 18.04%
% of portfolio
2.5%
Previous 2.72%

Shares

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

Jul 17, 2025
BUY
$72.32 - $86.4 $276,768 - $330,652
3,827 Added 12.26%
35,043 $3.03 Billion
Q1 2025

Apr 09, 2025
SELL
$79.96 - $87.71 $2,878 - $3,157
-36 Reduced 0.12%
31,216 $2.57 Billion
Q4 2024

Feb 03, 2025
BUY
$79.95 - $89.42 $2.5 Million - $2.79 Million
31,252 New
31,252 $2.61 Billion

Others Institutions Holding WTV

# of Institutions
156
Shares Held
9.66M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR WISDOMTREE U.S.

WTV Quotes by TradingView
  • Ticker WTV
  • Sector ETFs
  • Industry ETFs
More about WTV
Track This Portfolio

Track Pmg Wealth Management, Inc. Portfolio

Follow Pmg Wealth Management, Inc. 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 Pmg Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Pmg Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email