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

Pinnacle Financial Group, LLC

$226 Million
Q1 2024

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 296,783 shares of DTD stock, worth $21 Million. This represents 9.29% of its overall portfolio holdings.

Number of Shares

296,783

Previous 293,385 1.16%

Holding current value

$21 Million

Previous $19.2 Million 9.42%

% of portfolio

9.29%

Previous 9.9%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$59.05 - $63.6 $729,798 - $786,032	12,359 Added 4.16%	309,400 $18.8 Million
Q3 2022 Oct 27, 2022	BUY	N/A	16,103 Added 5.73%	297,041 $16.1 Million
Q2 2022 Jul 19, 2022	BUY	N/A	28,142 Added 11.13%	280,938 $16.3 Million
Q1 2022 May 12, 2022	SELL	N/A	-19,502 Reduced 7.16%	252,796 $16.3 Million
Q4 2021 Feb 11, 2022	BUY	N/A	272,298 New	272,298 $17.6 Million

Others Institutions Holding DTD

# of Institutions

193

Shares Held

8.56M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S TOTAL DIVIDE

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