Prestige Wealth Management Group LLC
Position in USIN — WisdomTree 7-10 Year Laddered Treasury Fund
CIK 1772715
FLEMINGTON, NJ
All Filings in USIN
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 USIN | $93,935 | 1,875 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 USIN | $151,887 | 3,000 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 USIN | $152,001 | 3,000 | Shares | Sole | 2026-02-20 | |
| 2025-06-30 USIN | $150,885 | 3,000 | Shares | Sole | 2026-02-20 | |
| 2025-03-31 USIN | $150,144 | 3,000 | Shares | Sole | 2026-02-20 | |
| 2024-12-31 USIN | $146,250 | 3,000 | Shares | Sole | 2026-02-20 | |
| 2024-09-30 USIN | $188,340 | 3,650 | Shares | Sole | 2026-02-20 | |
| No filing history on record for this holder in this stock. | ||||||