Pinnacle Wealth Planning Services, Inc. Wisdomtree Tr Transaction History

Pinnacle Wealth Planning Services, Inc.

$654 Million
Q1 2025

A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Wisdomtree Tr stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 22,023 shares of DWM stock, worth $1.38 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

22,023

Previous 27,173 18.95%

Holding current value

$1.38 Million

Previous $1.43 Million 10.61%

% of portfolio

0.2%

Previous 0.22%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$52.19 - $59.86 $268,778 - $308,279	-5,150 Reduced 18.95%	22,023 $1.28 Million
Q4 2024 Feb 06, 2025	SELL	$52.54 - $57.11 $213,207 - $231,752	-4,058 Reduced 12.99%	27,173 $1.43 Million
Q3 2024 Nov 13, 2024	SELL	$52.24 - $58.1 $56,419 - $62,748	-1,080 Reduced 3.34%	31,231 $1.8 Million
Q2 2024 Aug 09, 2024	SELL	$52.54 - $56.44 $93,468 - $100,406	-1,779 Reduced 5.22%	32,311 $1.74 Million
Q1 2024 May 09, 2024	SELL	$50.94 - $55.08 $195,202 - $211,066	-3,832 Reduced 10.1%	34,090 $1.87 Million
Q4 2023 Feb 07, 2024	SELL	$46.5 - $52.58 $216,969 - $245,338	-4,666 Reduced 10.96%	37,922 $1.99 Million
Q3 2023 Nov 07, 2023	SELL	$48.13 - $51.79 $158,395 - $170,440	-3,291 Reduced 7.17%	42,588 $2.06 Million
Q2 2023 Aug 07, 2023	SELL	$48.54 - $51.63 $634,951 - $675,372	-13,081 Reduced 22.19%	45,879 $2.3 Million
Q1 2023 May 03, 2023	SELL	$47.34 - $51.12 $548,859 - $592,685	-11,594 Reduced 16.43%	58,960 $2.93 Million
Q4 2022 Feb 13, 2023	SELL	$39.94 - $48.25 $2.24 Million - $2.7 Million	-56,044 Reduced 44.27%	70,554 $3.32 Million
Q3 2022 Nov 09, 2022	SELL	$39.86 - $47.65 $1.01 Million - $1.21 Million	-25,379 Reduced 16.7%	126,598 $5.08 Million
Q2 2022 Aug 03, 2022	SELL	$45.44 - $53.31 $2.03 Million - $2.38 Million	-44,601 Reduced 22.69%	151,977 $6.91 Million
Q1 2022 Apr 20, 2022	SELL	$48.63 - $55.69 $477,206 - $546,485	-9,813 Reduced 4.75%	196,578 $10.4 Million
Q4 2021 Jan 21, 2022	BUY	$51.6 - $54.8 $315,379 - $334,937	6,112 Added 3.05%	206,391 $11.2 Million
Q3 2021 Oct 29, 2021	BUY	$52.87 - $56.39 $830,323 - $885,604	15,705 Added 8.51%	200,279 $10.3 Million
Q2 2021 Aug 02, 2021	BUY	$53.08 - $56.66 $806,603 - $861,005	15,196 Added 8.97%	184,574 $9.74 Million
Q1 2021 Apr 29, 2021	BUY	$50.35 - $53.3 $2.97 Million - $3.15 Million	59,083 Added 53.57%	169,378 $8.61 Million
Q4 2020 Feb 12, 2021	BUY	$43.68 - $50.9 $132,787 - $154,736	3,040 Added 2.83%	110,295 $5.31 Million
Q3 2020 Nov 03, 2020	SELL	$44.37 - $47.42 $34,298 - $36,655	-773 Reduced 0.72%	107,255 $4.65 Million
Q2 2020 Jul 27, 2020	BUY	$37.7 - $47.21 $936,392 - $1.17 Million	24,838 Added 29.86%	108,028 $4.57 Million
Q1 2020 May 11, 2020	BUY	$34.55 - $53.86 $423,444 - $660,108	12,256 Added 17.28%	83,190 $3.28 Million
Q4 2019 Feb 07, 2020	SELL	$48.34 - $53.77 $349,933 - $389,241	-7,239 Reduced 9.26%	70,934 $3.79 Million
Q3 2019 Oct 31, 2019	BUY	$49.49 - $50.65 $476,935 - $488,114	9,637 Added 14.06%	78,173 $3.89 Million
Q2 2019 Aug 06, 2019	BUY	N/A	3,510 Added 5.4%	68,536 $3.5 Million
Q1 2019 May 08, 2019	SELL	N/A	-15,601 Reduced 19.35%	65,026 $3.29 Million
Q4 2018 Mar 01, 2019	BUY	N/A	27,119 Added 50.68%	80,627 $3.76 Million
Q3 2018 Feb 28, 2019	BUY	N/A	14,809 Added 38.27%	53,508 $2.84 Million
Q2 2018 Feb 28, 2019	BUY	N/A	4,444 Added 12.97%	38,699 $2.04 Million
Q1 2018 Feb 28, 2019	BUY	N/A	23,945 Added 232.25%	34,255 $1.88 Million
Q4 2017 Feb 12, 2018	BUY	N/A	10,310	10,310 $575,000

Others Institutions Holding DWM

# of Institutions

131

Shares Held

5.64M

Call Options Held

Put Options Held

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Pinnacle Wealth Planning Services, Inc. Wisdomtree Tr Transaction History