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

Pmg Wealth Management, Inc.

$136 Billion
Q4 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 38,556 shares of WTV stock, worth $3.49 Million. This represents 2.64% of its overall portfolio holdings.

Number of Shares

38,556

Previous 36,116 6.76%

Holding current value

$3.49 Million

Previous $3.28 Billion 9.75%

% of portfolio

2.64%

Previous 2.5%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	BUY	$88.14 - $92.61 $215,061 - $225,968	2,440 Added 6.76%	38,556 $3.6 Billion
Q3 2025 Oct 31, 2025	BUY	$85.93 - $92.12 $92,202 - $98,844	1,073 Added 3.06%	36,116 $3.28 Billion
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

196

Shares Held

18.1M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR WISDOMTREE U.S.

Ticker WTV
Sector ETFs
Industry ETFs

More about WTV

Track This Portfolio

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.

Account

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