Pensionmark Financial Group, LLC Wisdomtree U.S. Midcap Fund Transaction History

Pensionmark Financial Group, LLC

  • $3.54 Billion
  • Q4 2024

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 87,478 shares of EZM stock, worth $5.19 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
87,478
Previous 87,703 0.26%
Holding current value
$5.19 Million
Previous $5.47 Million 0.02%
% of portfolio
0.15%
Previous 0.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
159
Shares Held
8.4M
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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