Pinnacle Financial Group, LLC Wisdomtree Tr Transaction History

Pinnacle Financial Group, LLC

$232 Million
Q2 2024

A detailed history of Pinnacle Financial Group, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Pinnacle Financial Group, LLC holds 7,523 shares of DWM stock, worth $412,711. This represents 0.17% of its overall portfolio holdings.

Number of Shares

7,523

Previous 7,513 0.13%

Holding current value

$412,711

Previous $411,000 1.7%

% of portfolio

0.17%

Previous 0.18%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

131

Shares Held

6.6M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR

Ticker DWM
Sector ETFs
Industry ETFs

More about DWM

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 Transaction History