Pinnacle Financial Group, LLC Wisdomtree Tr U.S Total Divide Transaction History

Pinnacle Financial Group, LLC

$270 Million
Q1 2025

A detailed history of Pinnacle Financial Group, LLC transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Pinnacle Financial Group, LLC holds 269,593 shares of DTD stock, worth $21.7 Million. This represents 7.68% of its overall portfolio holdings.

Number of Shares

269,593

Previous 280,747 3.97%

Holding current value

$21.7 Million

Previous $21.3 Million 2.59%

% of portfolio

7.68%

Previous 8.47%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$74.87 - $79.99 $835,099 - $892,208	-11,154 Reduced 3.97%	269,593 $20.7 Million
Q4 2024 Feb 14, 2025	BUY	$75.44 - $80.53 $5,356 - $5,717	71 Added 0.03%	280,747 $21.3 Million
Q3 2024 Nov 12, 2024	SELL	$70.02 - $76.68 $1.07 Million - $1.17 Million	-15,234 Reduced 5.15%	280,676 $21.5 Million
Q2 2024 Aug 08, 2024	SELL	$67.07 - $71.45 $58,552 - $62,375	-873 Reduced 0.29%	295,910 $21 Million
Q1 2024 May 15, 2024	BUY	$64.49 - $70.72 $219,137 - $240,306	3,398 Added 1.16%	296,783 $21 Million
Q4 2023 Feb 13, 2024	SELL	$57.51 - $65.5 $848,387 - $966,256	-14,752 Reduced 4.79%	293,385 $19.2 Million
Q3 2023 Nov 13, 2023	SELL	$60.13 - $64.29 $706,347 - $755,214	-11,747 Reduced 3.67%	308,137 $18.5 Million
Q2 2023 Jul 18, 2023	BUY	$58.74 - $62.09 $156,189 - $165,097	2,659 Added 0.84%	319,884 $19.9 Million
Q1 2023 May 11, 2023	BUY	$58.06 - $63.3 $454,319 - $495,322	7,825 Added 2.53%	317,225 $19.2 Million
Q4 2022 Feb 09, 2023	BUY	$55.0 - $63.6 $679,745 - $786,032	12,359 Added 4.16%	309,400 $18.8 Million
Q3 2022 Oct 27, 2022	BUY	$54.26 - $63.28 $873,748 - $1.02 Million	16,103 Added 5.73%	297,041 $16.1 Million
Q2 2022 Jul 19, 2022	BUY	$56.16 - $65.68 $1.58 Million - $1.85 Million	28,142 Added 11.13%	280,938 $16.3 Million
Q1 2022 May 12, 2022	SELL	$61.31 - $65.53 $1.2 Million - $1.28 Million	-19,502 Reduced 7.16%	252,796 $16.3 Million
Q4 2021 Feb 11, 2022	BUY	$59.03 - $64.77 $16.1 Million - $17.6 Million	272,298 New	272,298 $17.6 Million

Others Institutions Holding DTD

# of Institutions

217

Shares Held

9.08M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR U.S TOTAL DIVIDE

Ticker DTD
Sector ETFs
Industry ETFs

More about DTD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Financial Group, LLC , based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Financial Group, LLC with notifications on news.

Account

Pinnacle Financial Group, LLC Wisdomtree Tr U.S Total Divide Transaction History