PAG
DES icon

Pinnacle Advisory Group’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Pinnacle Advisory Group’s Portfolio DES Stock Details DES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-8,709
Closed -$234K – 187
2017
Q2 		$234K Sell
8,709
-3,813
-30% -$102K 0.01% 170
2017
Q1 		$337K Buy
+12,522
New +$339K 0.02% 143

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Pinnacle Advisory Group's DES Position: Q3 2017 in Review

Pinnacle Advisory Group sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q3 2017, closing a stake of 8,709 shares — an estimated $234K sold.

Pinnacle Advisory Group first reported a position in DES in Q1 2017 and held it in 2 quarters. The position peaked at $337K in Q1 2017. 189 funds tracked by Wall St. Rank hold DES as of Q3 2017.

  • Pinnacle Advisory Group reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q3 2017 after selling out during the quarter.
  • Pinnacle Advisory Group sold 8,709 WisdomTree US SmallCap Dividend Fund shares in Q3 2017, an estimated $234K.
  • Pinnacle Advisory Group first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2017 and held it in 2 quarters.
  • Pinnacle Advisory Group's WisdomTree US SmallCap Dividend Fund position peaked at $337K in Q1 2017.
  • 189 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2017.

Based on Pinnacle Advisory Group's 13F filing for Q3 2017, filed 25 Oct 2017.