Pinnacle Financial Group, LLC Wisdomtree Tr Transaction History

Pinnacle Financial Group, LLC

  • $291 Million
  • Q2 2025

A detailed history of Pinnacle Financial Group, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Pinnacle Financial Group, LLC holds 5,965 shares of DWM stock, worth $394,405. This represents 0.13% of its overall portfolio holdings.

Number of Shares
5,965
Previous 5,956 0.15%
Holding current value
$394,405
Previous $346,000 9.54%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Aug 11, 2025
BUY
$52.06 - $63.91 $468 - $575
9 Added 0.15%
5,965 $379,000
Q1 2025

May 15, 2025
SELL
$52.19 - $59.86 $25,990 - $29,810
-498 Reduced 7.72%
5,956 $346,000
Q4 2024

Feb 14, 2025
SELL
$52.54 - $57.11 $56,270 - $61,164
-1,071 Reduced 14.23%
6,454 $340,000
Q3 2024

Nov 12, 2024
BUY
$52.24 - $58.1 $104 - $116
2 Added 0.03%
7,525 $433,000
Q2 2024

Aug 08, 2024
BUY
$52.54 - $56.44 $525 - $564
10 Added 0.13%
7,523 $404,000
Q1 2024

May 15, 2024
BUY
$50.94 - $55.08 $152 - $165
3 Added 0.04%
7,513 $411,000
Q4 2023

Feb 13, 2024
SELL
$46.5 - $52.58 $67,285 - $76,083
-1,447 Reduced 16.15%
7,510 $394,000
Q3 2023

Nov 13, 2023
SELL
$48.13 - $51.79 $47,937 - $51,582
-996 Reduced 10.01%
8,957 $433,000
Q2 2023

Jul 18, 2023
BUY
$48.54 - $51.63 $485 - $516
10 Added 0.1%
9,953 $497,000
Q1 2023

May 11, 2023
SELL
$47.34 - $51.12 $15,906 - $17,176
-336 Reduced 3.27%
9,943 $494,000
Q4 2022

Feb 09, 2023
BUY
$39.94 - $48.25 $30,114 - $36,380
754 Added 7.92%
10,279 $483,000
Q3 2022

Oct 27, 2022
BUY
$39.86 - $47.65 $159 - $190
4 Added 0.04%
9,525 $382,000
Q2 2022

Jul 19, 2022
BUY
$45.44 - $53.31 $499 - $586
11 Added 0.12%
9,521 $433,000
Q1 2022

May 12, 2022
BUY
$48.63 - $55.69 $31,220 - $35,752
642 Added 7.24%
9,510 $502,000
Q4 2021

Feb 11, 2022
BUY
$51.6 - $54.8 $457,588 - $485,966
8,868 New
8,868 $480,000

Others Institutions Holding DWM

# of Institutions
137
Shares Held
5.57M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR

DWM Quotes by TradingView
  • Ticker DWM
  • Sector ETFs
  • Industry ETFs
More about DWM
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