PFG
DTD icon

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

Pinnacle Financial Group’s Portfolio DTD Stock Details DTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.4M Sell
240,721
-4,395
-2% -$401K 5.48% 5
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

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
6F
626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Pinnacle Financial Group's DTD Position: Q2 2026 in Review

Pinnacle Financial Group reduced its WisdomTree US Total Dividend Fund (DTD) stake by 1.8% in Q2 2026, selling an estimated $401K and leaving 240,721 shares worth $22.4M. The position accounts for 5.48% of the portfolio, ranked #5.

Pinnacle Financial Group first reported a position in DTD in Q4 2021 and has held it in 19 quarters since. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

  • Pinnacle Financial Group held 240,721 shares of WisdomTree US Total Dividend Fund worth $22.4M as of Q2 2026.
  • Pinnacle Financial Group sold 4,395 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $401K.
  • WisdomTree US Total Dividend Fund made up 5.48% of Pinnacle Financial Group's portfolio in Q2 2026, its #5 holding.
  • Pinnacle Financial Group first reported a position in WisdomTree US Total Dividend Fund in Q4 2021 and has held it in 19 quarters since.
  • 211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Pinnacle Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.