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

Pinnacle Bancorp’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
2026 Q2	$29.9K	Hold	735	–	–	0.01%	557
2026 Q1	$26.4K	Hold	735	–	–	0.01%	551
2025 Q4	$24.6K	Hold	735	–	–	0.01%	561
2025 Q3	$24.8K	Hold	735	–	–	0.01%	582
2025 Q2	$23.3K	Hold	735	–	–	0.01%	581
2025 Q1	$23.5K	Hold	735	–	–	0.01%	551
2024 Q4	$25.2K	Hold	735	–	–	0.01%	547
2024 Q3	$25.4K	Hold	735	–	–	0.01%	526
2024 Q2	$22.9K	Hold	735	–	–	0.01%	531
2024 Q1	$24K	Hold	735	–	–	0.01%	517
2023 Q4	$23.6K	Hold	735	–	–	0.01%	505
2023 Q3	$20.7K	Hold	735	–	–	0.01%	504
2023 Q2	$21.2K	Hold	735	–	–	0.01%	492
2023 Q1	$21K	Hold	735	–	–	0.01%	486
2022 Q4	$21K	Hold	735	–	–	0.01%	466
2022 Q3	$19K	Buy	735 +285	+63%	+$8.26K	0.01%	458
2022 Q2	$13K	Hold	450	–	–	0.01%	522
2022 Q1	$14K	Hold	450	–	–	﹤0.01%	534
2021 Q4	$15K	Hold	450	–	–	0.01%	523
2021 Q3	$14K	Hold	450	–	–	0.01%	536
2021 Q2	$14K	Hold	450	–	–	0.01%	538
2021 Q1	$14K	Hold	450	–	–	0.01%	530
2020 Q4	$12K	Hold	450	–	–	0.01%	517
2020 Q3	$9K	Hold	450	–	–	0.01%	528
2020 Q2	$10K	Hold	450	–	–	0.01%	506
2020 Q1	$8K	Hold	450	–	–	0.01%	520
2019 Q4	$13K	Hold	450	–	–	0.01%	497
2019 Q3	$12K	Hold	450	–	–	0.01%	536
2019 Q2	$12K	Hold	450	–	–	0.01%	523
2019 Q1	$12K	Hold	450	–	–	0.01%	512
2018 Q4	$11K	Buy	+450	New	+$12.2K	0.01%	525
2017 Q1	$12K	Buy	+450	New	+$12.2K	0.01%	479

Other funds holding DES

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Pinnacle Bancorp's DES Position: Q2 2026 in Review

Pinnacle Bancorp held its WisdomTree US SmallCap Dividend Fund (DES) position steady in Q2 2026 at 735 shares worth $29.9K. The position accounts for 0.01% of the portfolio, ranked #557.

Pinnacle Bancorp first reported a position in DES in Q1 2017 and has held it in 32 quarters since. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Pinnacle Bancorp held 735 shares of WisdomTree US SmallCap Dividend Fund worth $29.9K as of Q2 2026.
Pinnacle Bancorp left its WisdomTree US SmallCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US SmallCap Dividend Fund made up 0.01% of Pinnacle Bancorp's portfolio in Q2 2026, its #557 holding.
Pinnacle Bancorp first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2017 and has held it in 32 quarters since.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Pinnacle Bancorp's 13F filing for Q2 2026, filed 28 Jul 2026.