Pinnacle Bancorp’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Pinnacle Bancorp’s Portfolio DON Stock Details DON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-224	Closed	-$10.3K	–	827
2023 Q4	$10.3K	Hold	224	–	–	﹤0.01%	624
2023 Q3	$9.19K	Sell	224 -95	-30%	-$4.05K	﹤0.01%	622
2023 Q2	$13.4K	Hold	319	–	–	﹤0.01%	556
2023 Q1	$13.1K	Hold	319	–	–	﹤0.01%	566
2022 Q4	$13K	Buy	+319	New	+$13.2K	0.01%	535

Other funds holding DON

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FPIS

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Pinnacle Bancorp's DON Position: Q1 2024 in Review

Pinnacle Bancorp sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2024, closing a stake of 224 shares — an estimated $10.3K sold.

Pinnacle Bancorp first reported a position in DON in Q4 2022 and held it in 5 quarters. The position peaked at $13.4K in Q2 2023. 426 funds tracked by Wall St. Rank hold DON as of Q1 2024.

Pinnacle Bancorp reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2024 after selling out during the quarter.
Pinnacle Bancorp sold 224 WisdomTree US MidCap Dividend Fund shares in Q1 2024, an estimated $10.3K.
Pinnacle Bancorp first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2022 and held it in 5 quarters.
Pinnacle Bancorp's WisdomTree US MidCap Dividend Fund position peaked at $13.4K in Q2 2023.
426 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2024.

Based on Pinnacle Bancorp's 13F filing for Q1 2024, filed 16 Apr 2024.