Prestige Wealth Management Group LLC WISDOMTREE TR Transaction History

Prestige Wealth Management Group LLC

  • $465 Million
  • Q2 2025
Number of Shares
391,703
Previous 383,025 2.27%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 13, 2025
BUY
N/A
8,678 Added 2.27%
391,703 $0
Q1 2025

May 12, 2025
SELL
N/A
-43,125 Reduced 10.12%
383,025 $0
Q4 2024

Feb 11, 2025
SELL
N/A
-4,458 Reduced 1.04%
426,150 $0
Q3 2024

Nov 14, 2024
SELL
N/A
-8,110 Reduced 1.85%
430,608 $0
Q2 2024

Aug 06, 2024
SELL
N/A
-17,761 Reduced 3.89%
438,718 $0
Q1 2024

Apr 26, 2024
SELL
N/A
-32,861 Reduced 6.72%
456,479 $0
Q4 2023

Apr 26, 2024
SELL
N/A
-3,678 Reduced 0.75%
489,340 $0
Q4 2023

Feb 08, 2024
SELL
N/A
-3,678 Reduced 0.75%
489,340 $0
Q3 2023

Apr 26, 2024
SELL
N/A
-10,897 Reduced 2.16%
493,018 $0
Q3 2023

Nov 13, 2023
SELL
N/A
-10,897 Reduced 2.16%
493,018 $0
Q2 2023

Apr 26, 2024
BUY
N/A
47,436 Added 10.39%
503,915 $0
Q2 2023

Aug 11, 2023
BUY
N/A
503,915 New
503,915 $0
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