Pinnacle Bancorp’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Pinnacle Bancorp’s Portfolio DLS Stock Details DLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$14.8K	Hold	170	–	–	﹤0.01%	667
2026 Q2	$14.2K	Hold	170	–	–	﹤0.01%	688
2026 Q1	$13.9K	Hold	170	–	–	﹤0.01%	660
2025 Q4	$13.8K	Hold	170	–	–	﹤0.01%	644
2025 Q3	$13.5K	Hold	170	–	–	﹤0.01%	683
2025 Q2	$12.8K	Hold	170	–	–	﹤0.01%	677
2025 Q1	$11.2K	Hold	170	–	–	﹤0.01%	680
2024 Q4	$10.7K	Hold	170	–	–	﹤0.01%	683
2024 Q3	$11.7K	Hold	170	–	–	﹤0.01%	668
2024 Q2	$10.8K	Hold	170	–	–	﹤0.01%	658
2024 Q1	$11.1K	Hold	170	–	–	﹤0.01%	643
2023 Q4	$10.9K	Hold	170	–	–	﹤0.01%	620
2023 Q3	$9.8K	Buy	+170	New	+$10.2K	﹤0.01%	612

Other funds holding DLS

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Neumann Capital Management Foster City, California $391M AUM 14.43% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Grove Street Fiduciary Peterborough, New Hampshire $221M AUM 0.74% 1-Year Est. Return

Family Wealth Partners Matthews, North Carolina $331M AUM 13.01% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Impact Capital Partners Greenwood Village, Colorado $365M AUM 22.31% 1-Year Est. Return

Marathon Strategic Advisors Pittsburgh, Pennsylvania $171M AUM 48.57% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Pinnacle Bancorp's DLS Position: Q3 2026 in Review

Pinnacle Bancorp held its WisdomTree International SmallCap Dividend Fund (DLS) position steady in Q3 2026 at 170 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #667.

Pinnacle Bancorp first reported a position in DLS in Q3 2023 and has held it in 13 quarters since. 51 funds tracked by Wall St. Rank hold DLS as of Q3 2026.

Pinnacle Bancorp held 170 shares of WisdomTree International SmallCap Dividend Fund worth $14.8K as of Q3 2026.
Pinnacle Bancorp left its WisdomTree International SmallCap Dividend Fund share count unchanged in Q3 2026.
WisdomTree International SmallCap Dividend Fund made up ﹤0.01% of Pinnacle Bancorp's portfolio in Q3 2026, its #667 holding.
Pinnacle Bancorp first reported a position in WisdomTree International SmallCap Dividend Fund in Q3 2023 and has held it in 13 quarters since.
51 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q3 2026.

Based on Pinnacle Bancorp's 13F filing for Q3 2026, filed 21 Oct 2026.