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

Pinnacle Financial 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
2026
Q1 		$297K Buy
8,263
+930
+13% +$33.5K 0.08% 94
2025
Q4 		$245K Buy
7,333
+902
+14% +$30.1K 0.07% 101
2025
Q3 		$217K Buy
+6,431
New +$214K 0.07% 104

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Pinnacle Financial Group's DES Position: Q1 2026 in Review

Pinnacle Financial Group increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 13% in Q1 2026, buying an estimated $33.5K and bringing the position to 8,263 shares worth $297K. The position accounts for 0.08% of the portfolio, ranked #94.

Pinnacle Financial Group first reported a position in DES in Q3 2025 and has held it in 3 quarters since. 350 funds tracked by Wall St. Rank hold DES as of Q1 2026.

  • Pinnacle Financial Group held 8,263 shares of WisdomTree US SmallCap Dividend Fund worth $297K as of Q1 2026.
  • Pinnacle Financial Group bought 930 WisdomTree US SmallCap Dividend Fund shares in Q1 2026, an estimated $33.5K.
  • WisdomTree US SmallCap Dividend Fund made up 0.08% of Pinnacle Financial Group's portfolio in Q1 2026, its #94 holding.
  • Pinnacle Financial Group first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2025 and has held it in 3 quarters since.
  • 350 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2026.

Based on Pinnacle Financial Group's 13F filing for Q1 2026, filed 13 May 2026.