Pinnacle Wealth Management Advisory Group, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Pinnacle Wealth Management Advisory Group, LLC

  • $1.3 Billion
  • Q3 2025

A detailed history of Pinnacle Wealth Management Advisory Group, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Pinnacle Wealth Management Advisory Group, LLC holds 14,625 shares of DON stock, worth $758,745. This represents 0.06% of its overall portfolio holdings.

Number of Shares
14,625
Previous 14,960 2.24%
Holding current value
$758,745
Previous $749,000 2.0%
% of portfolio
0.06%
Previous 0.06%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
SELL
$50.02 - $53.28 $16,756 - $17,848
-335 Reduced 2.24%
14,625 $764,000
Q2 2025

Aug 07, 2025
SELL
$43.28 - $50.37 $89,849 - $104,568
-2,076 Reduced 12.19%
14,960 $749,000
Q1 2025

May 07, 2025
SELL
$48.02 - $53.02 $163,748 - $180,798
-3,410 Reduced 16.68%
17,036 $843,000
Q4 2024

Jan 30, 2025
SELL
$50.53 - $55.55 $35,269 - $38,773
-698 Reduced 3.3%
20,446 $1.04 Million
Q3 2024

Oct 16, 2024
SELL
$46.17 - $51.13 $3,785 - $4,192
-82 Reduced 0.39%
21,144 $1.08 Million
Q2 2024

Jul 25, 2024
SELL
$45.6 - $48.78 $25,946 - $27,755
-569 Reduced 2.61%
21,226 $992,000
Q1 2024

Apr 30, 2024
SELL
$44.21 - $48.77 $104,998 - $115,828
-2,375 Reduced 9.83%
21,795 $1.06 Million
Q4 2023

Feb 06, 2024
SELL
$38.7 - $46.0 $92,222 - $109,618
-2,383 Reduced 8.97%
24,170 $1.1 Million
Q3 2023

Oct 25, 2023
SELL
$40.51 - $44.22 $74,457 - $81,276
-1,838 Reduced 6.47%
26,553 $1.09 Million
Q2 2023

Aug 02, 2023
SELL
$38.91 - $42.05 $54,279 - $58,659
-1,395 Reduced 4.68%
28,391 $1.19 Million
Q1 2023

May 04, 2023
SELL
$39.05 - $45.4 $62,089 - $72,186
-1,590 Reduced 5.07%
29,786 $1.22 Million
Q4 2022

Feb 06, 2023
SELL
$38.62 - $43.71 $2,317 - $2,622
-60 Reduced 0.19%
31,376 $1.29 Million
Q3 2022

Nov 09, 2022
SELL
$37.67 - $44.3 $328,068 - $385,808
-8,709 Reduced 21.69%
31,436 $1.18 Million
Q2 2022

Aug 01, 2022
SELL
$38.16 - $45.36 $228,425 - $271,524
-5,986 Reduced 12.98%
40,145 $1.57 Million
Q1 2022

May 05, 2022
SELL
$42.12 - $45.3 $86,346 - $92,865
-2,050 Reduced 4.25%
46,131 $2.05 Million
Q4 2021

Jan 20, 2022
SELL
$41.76 - $45.13 $65,563 - $70,854
-1,570 Reduced 3.16%
48,181 $2.14 Million
Q3 2021

Oct 29, 2021
BUY
$40.05 - $43.23 $96,921 - $104,616
2,420 Added 5.11%
49,751 $2.06 Million
Q2 2021

Aug 10, 2021
SELL
$40.83 - $43.68 $21,231 - $22,713
-520 Reduced 1.09%
47,331 $1.99 Million
Q1 2021

May 13, 2021
SELL
$34.36 - $41.24 $46,214 - $55,467
-1,345 Reduced 2.73%
47,851 $1.93 Million
Q4 2020

Feb 03, 2021
SELL
$29.07 - $35.03 $80,262 - $96,717
-2,761 Reduced 5.31%
49,196 $1.71 Million
Q3 2020

Oct 29, 2020
BUY
$27.33 - $30.91 $7,351 - $8,314
269 Added 0.52%
51,957 $1.5 Million
Q2 2020

Aug 11, 2020
BUY
$22.29 - $32.04 $477,786 - $686,777
21,435 Added 70.85%
51,688 $1.47 Million
Q1 2020

May 08, 2020
BUY
$20.48 - $38.6 $327,598 - $617,445
15,996 Added 112.2%
30,253 $731,000
Q4 2019

Feb 05, 2020
BUY
$34.97 - $38.17 $5,140 - $5,610
147 Added 1.04%
14,257 $542,000
Q3 2019

Nov 06, 2019
SELL
$33.78 - $36.78 $15,977 - $17,396
-473 Reduced 3.24%
14,110 $512,000
Q2 2019

Aug 08, 2019
BUY
$33.9 - $36.88 $65,291 - $71,030
1,926 Added 15.22%
14,583 $528,000
Q1 2019

May 09, 2019
BUY
$31.29 - $36.15 $116,398 - $134,478
3,720 Added 41.62%
12,657 $453,000
Q4 2018

Feb 05, 2019
SELL
$29.98 - $36.73 $237,741 - $291,268
-7,930 Reduced 47.01%
8,937 $283,000
Q3 2018

Nov 09, 2018
SELL
$36.7 - $37.37 $14,313 - $14,574
-390 Reduced 2.26%
16,867 $622,000
Q2 2018

Aug 14, 2018
BUY
N/A
1,513 Added 9.61%
17,257 $618,000
Q1 2018

May 15, 2018
BUY
N/A
1,407 Added 9.81%
15,744 $537,000
Q4 2017

Feb 12, 2018
BUY
N/A
10,178 Added 244.72%
14,337 $506,000
Q3 2017

Nov 08, 2017
BUY
N/A
430 Added 11.53%
4,159 $416,000
Q2 2017

Aug 07, 2017
BUY
N/A
3,729
3,729 $365,000

Others Institutions Holding DON

# of Institutions
498
Shares Held
45.1M
Call Options Held
500
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

DON Quotes by TradingView
  • Ticker DON
  • Sector ETFs
  • Industry ETFs
More about DON
Track This Portfolio

Track Pinnacle Wealth Management Advisory Group, LLC Portfolio

Follow Pinnacle Wealth Management Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Pinnacle Wealth Management Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email