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
Others Institutions Holding DON
# of Institutions
498Shares Held
45.1MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.86MShares$252 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.37MShares$123 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.02MShares$105 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.83MShares$95 Million4.31% of portfolio
-
Ubs Group Ag1.79MShares$92.8 Million0.02% of portfolio