Pinnacle Financial Group’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$21.2M	Sell	245,116 -9,530	-4%	-$837K	5.8%	4
2025 Q4	$21.6M	Sell	254,646 -6,615	-3%	-$557K	6.27%	4
2025 Q3	$21.9M	Sell	261,261 -5,553	-2%	-$455K	6.64%	4
2025 Q2	$21.2M	Sell	266,814 -2,779	-1%	-$210K	7.1%	3
2025 Q1	$20.7M	Sell	269,593 -11,154	-4%	-$866K	7.54%	3
2024 Q4	$21.3M	Buy	280,747 +71	+0%	+$5.53K	8.34%	3
2024 Q3	$21.5M	Sell	280,676 -15,234	-5%	-$1.12M	8.43%	3
2024 Q2	$21M	Sell	295,910 -873	-0.3%	-$60.7K	8.96%	3
2024 Q1	$21M	Buy	296,783 +3,398	+1%	+$228K	9.22%	3
2023 Q4	$19.2M	Sell	293,385 -14,752	-5%	-$908K	9.82%	2
2023 Q3	$18.5M	Sell	308,137 -11,747	-4%	-$734K	11.03%	2
2023 Q2	$19.9M	Buy	319,884 +2,659	+0.8%	+$161K	11.28%	2
2023 Q1	$19.2M	Buy	317,225 +7,825	+3%	+$478K	11.48%	2
2022 Q4	$18.8M	Buy	309,400 +12,359	+4%	+$742K	13.26%	2
2022 Q3	$16.1M	Buy	297,041 +16,103	+6%	+$959K	13.95%	2
2022 Q2	$16.3M	Buy	280,938 +28,142	+11%	+$1.74M	13.87%	2
2022 Q1	$16.3M	Sell	252,796 -19,502	-7%	-$1.24M	13.23%	2
2021 Q4	$17.6M	Buy	+272,298	New	+$16.9M	13.63%	2