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

Pinnacle Wealth Management Advisory Group, LLC

$1.05 Billion
Q4 2024

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Aug 11, 2020	SELL	$20.39 - $32.74 $706,228 - $1.13 Million	-34,636 Closed	0 $0
Q1 2020 May 08, 2020	SELL	$19.73 - $38.37 $357,764 - $695,763	-18,133 Reduced 34.36%	34,636 $773,000
Q4 2019 Feb 05, 2020	SELL	$34.15 - $38.59 $26,602 - $30,061	-779 Reduced 1.45%	52,769 $2.03 Million
Q3 2019 Nov 06, 2019	BUY	$35.04 - $36.72 $267,355 - $280,173	7,630 Added 16.62%	53,548 $1.91 Million
Q2 2019 Aug 08, 2019	BUY	N/A	373 Added 0.82%	45,918 $1.65 Million
Q1 2019 May 09, 2019	BUY	N/A	11,480 Added 33.7%	45,545 $1.65 Million
Q4 2018 Feb 05, 2019	BUY	N/A	20,960 Added 159.94%	34,065 $1.09 Million
Q3 2018 Nov 09, 2018	BUY	N/A	5,505 Added 72.43%	13,105 $522,000
Q2 2018 Aug 14, 2018	BUY	N/A	7,600 New	7,600 $294,000

Others Institutions Holding EES

# of Institutions

160

Shares Held

7.83M

Call Options Held

Put Options Held

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About WISDOMTREE U.S. SMALLCAP FUND

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