Pinnacle Wealth Management Advisory Group, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Pinnacle Wealth Management Advisory Group, LLC

  • $1.18 Billion
  • Q2 2025

A detailed history of Pinnacle Wealth Management Advisory Group, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Pinnacle Wealth Management Advisory Group, LLC holds 10,239 shares of DES stock, worth $346,180. This represents 0.03% of its overall portfolio holdings.

Number of Shares
10,239
Previous 10,489 2.38%
Holding current value
$346,180
Previous $335,000 2.99%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Aug 07, 2025
SELL
$28.02 - $32.37 $7,005 - $8,092
-250 Reduced 2.38%
10,239 $325,000
Q1 2025

May 07, 2025
SELL
$31.63 - $35.22 $30,396 - $33,846
-961 Reduced 8.39%
10,489 $335,000
Q4 2024

Jan 30, 2025
SELL
$33.7 - $37.69 $11,053 - $12,362
-328 Reduced 2.78%
11,450 $393,000
Q2 2024

Jul 25, 2024
SELL
$30.34 - $32.53 $51,851 - $55,593
-1,709 Reduced 12.67%
11,778 $366,000
Q1 2024

Apr 30, 2024
SELL
$30.25 - $32.68 $37,116 - $40,098
-1,227 Reduced 8.34%
13,487 $440,000
Q4 2023

Feb 06, 2024
SELL
$26.55 - $32.72 $61,728 - $76,074
-2,325 Reduced 13.65%
14,714 $473,000
Q3 2023

Oct 25, 2023
SELL
$27.79 - $30.65 $9,198 - $10,145
-331 Reduced 1.91%
17,039 $480,000
Q2 2023

Aug 02, 2023
SELL
$26.6 - $29.16 $71,554 - $78,440
-2,690 Reduced 13.41%
17,370 $500,000
Q1 2023

May 04, 2023
SELL
$27.3 - $32.13 $72,836 - $85,722
-2,668 Reduced 11.74%
20,060 $572,000
Q4 2022

Feb 06, 2023
SELL
$26.29 - $30.5 $57,049 - $66,185
-2,170 Reduced 8.72%
22,728 $646,000
Q3 2022

Nov 09, 2022
SELL
$25.74 - $31.54 $95,624 - $117,171
-3,715 Reduced 12.98%
24,898 $641,000
Q2 2022

Aug 01, 2022
SELL
$27.57 - $32.14 $158,665 - $184,965
-5,755 Reduced 16.75%
28,613 $807,000
Q1 2022

May 05, 2022
SELL
$30.79 - $33.49 $49,110 - $53,416
-1,595 Reduced 4.44%
34,368 $1.1 Million
Q4 2021

Jan 20, 2022
SELL
$30.94 - $33.79 $125,152 - $136,680
-4,045 Reduced 10.11%
35,963 $1.18 Million
Q3 2021

Oct 29, 2021
SELL
$30.22 - $32.27 $64,973 - $69,380
-2,150 Reduced 5.1%
40,008 $1.23 Million
Q2 2021

Aug 10, 2021
SELL
$31.27 - $33.51 $27,361 - $29,321
-875 Reduced 2.03%
42,158 $1.34 Million
Q1 2021

May 13, 2021
SELL
$26.31 - $32.55 $1,578 - $1,952
-60 Reduced 0.14%
43,033 $1.34 Million
Q4 2020

Feb 03, 2021
SELL
$21.26 - $26.81 $104,918 - $132,307
-4,935 Reduced 10.28%
43,093 $1.15 Million
Q3 2020

Oct 29, 2020
SELL
$20.09 - $23.24 $316,618 - $366,262
-15,760 Reduced 24.71%
48,028 $1.01 Million
Q2 2020

Aug 11, 2020
BUY
$16.54 - $23.54 $179,177 - $255,008
10,833 Added 20.46%
63,788 $1.35 Million
Q1 2020

May 08, 2020
BUY
$15.92 - $28.87 $520,313 - $943,558
32,683 Added 161.22%
52,955 $954,000
Q4 2019

Feb 05, 2020
SELL
$26.28 - $28.79 $3,022 - $3,310
-115 Reduced 0.56%
20,272 $581,000
Q3 2019

Nov 06, 2019
SELL
$26.76 - $27.89 $3,345 - $3,486
-125 Reduced 0.61%
20,387 $558,000
Q2 2019

Aug 08, 2019
BUY
N/A
3,150 Added 18.14%
20,512 $556,000
Q1 2019

May 09, 2019
BUY
N/A
7,840 Added 82.34%
17,362 $478,000
Q4 2018

Feb 05, 2019
SELL
N/A
-9,001 Reduced 48.59%
9,522 $234,000
Q3 2018

Nov 09, 2018
BUY
N/A
650 Added 3.64%
18,523 $550,000
Q2 2018

Aug 14, 2018
BUY
N/A
810 Added 4.75%
17,873 $530,000
Q1 2018

May 15, 2018
BUY
N/A
38 Added 0.22%
17,063 $468,000
Q4 2017

Feb 12, 2018
BUY
N/A
11,455 Added 205.66%
17,025 $495,000
Q3 2017

Nov 08, 2017
BUY
N/A
135 Added 2.48%
5,570 $468,000
Q2 2017

Aug 07, 2017
BUY
N/A
5,435
5,435 $437,000

Others Institutions Holding DES

# of Institutions
377
Shares Held
31M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. SMALLCAP DI

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