Pinnacle Financial Group’s WisdomTree US Total Dividend Fund DTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.2M | Sell |
266,814
-2,779
| -1% | -$221K | 7.1% | 3 |
|
|
2025
Q1 | $20.7M | Sell |
269,593
-11,154
| -4% | -$858K | 7.54% | 3 |
|
|
2024
Q4 | $21.3M | Buy |
280,747
+71
| +0% | +$5.39K | 8.34% | 3 |
|
|
2024
Q3 | $21.5M | Sell |
280,676
-15,234
| -5% | -$1.17M | 8.43% | 3 |
|
|
2024
Q2 | $21M | Sell |
295,910
-873
| -0.3% | -$61.8K | 8.96% | 3 |
|
|
2024
Q1 | $21M | Buy |
296,783
+3,398
| +1% | +$240K | 9.22% | 3 |
|
|
2023
Q4 | $19.2M | Sell |
293,385
-14,752
| -5% | -$964K | 9.82% | 2 |
|
|
2023
Q3 | $18.5M | Sell |
308,137
-11,747
| -4% | -$707K | 11.03% | 2 |
|
|
2023
Q2 | $19.9M | Buy |
319,884
+2,659
| +0.8% | +$165K | 11.28% | 2 |
|
|
2023
Q1 | $19.2M | Buy |
317,225
+7,825
| +3% | +$474K | 11.48% | 2 |
|
|
2022
Q4 | $18.8M | Buy |
309,400
+12,359
| +4% | +$750K | 13.26% | 2 |
|
|
2022
Q3 | $16.1M | Buy |
297,041
+16,103
| +6% | +$874K | 13.95% | 2 |
|
|
2022
Q2 | $16.3M | Buy |
280,938
+28,142
| +11% | +$1.63M | 13.87% | 2 |
|
|
2022
Q1 | $16.3M | Sell |
252,796
-19,502
| -7% | -$1.26M | 13.23% | 2 |
|
|
2021
Q4 | $17.6M | Buy |
+272,298
| New | +$17.6M | 13.63% | 2 |
|