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Pinnacle Financial Group’s WisdomTree International Equity Fund DWM Stock Holding History

Pinnacle Financial Group’s Portfolio DWM Stock Details DWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$417K Buy
5,973
+2
+0% +$143 0.11% 73
2025
Q4 		$411K Buy
5,971
+3
+0.1% +$201 0.12% 73
2025
Q3 		$395K Buy
5,968
+3
+0.1% +$195 0.12% 75
2025
Q2 		$379K Buy
5,965
+9
+0.2% +$546 0.13% 69
2025
Q1 		$346K Sell
5,956
-498
-8% -$28K 0.13% 67
2024
Q4 		$340K Sell
6,454
-1,071
-14% -$58.8K 0.13% 65
2024
Q3 		$433K Buy
7,525
+2
+0% +$111 0.17% 55
2024
Q2 		$404K Buy
7,523
+10
+0.1% +$547 0.17% 52
2024
Q1 		$412K Buy
7,513
+3
+0% +$159 0.18% 49
2023
Q4 		$394K Sell
7,510
-1,447
-16% -$71.4K 0.2% 49
2023
Q3 		$433K Sell
8,957
-996
-10% -$49.8K 0.26% 38
2023
Q2 		$498K Buy
9,953
+10
+0.1% +$505 0.28% 38
2023
Q1 		$494K Sell
9,943
-336
-3% -$16.7K 0.3% 38
2022
Q4 		$484K Buy
10,279
+754
+8% +$33.7K 0.34% 38
2022
Q3 		$382K Buy
9,525
+4
+0% +$179 0.33% 37
2022
Q2 		$433K Buy
9,521
+11
+0.1% +$547 0.37% 31
2022
Q1 		$502K Buy
9,510
+642
+7% +$34.2K 0.41% 32
2021
Q4 		$480K Buy
+8,868
New +$475K 0.37% 36

Other funds holding DWM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Pinnacle Financial Group increased its WisdomTree International Equity Fund (DWM) stake by 0.03% in Q1 2026, buying an estimated $143 and bringing the position to 5,973 shares worth $417K. The position accounts for 0.11% of the portfolio, ranked #73.

Pinnacle Financial Group first reported a position in DWM in Q4 2021 and has held it in 18 quarters since. The position peaked at $502K in Q1 2022. 131 funds tracked by Wall St. Rank hold DWM as of Q1 2026.

  • Pinnacle Financial Group held 5,973 shares of WisdomTree International Equity Fund worth $417K as of Q1 2026.
  • Pinnacle Financial Group bought 2 WisdomTree International Equity Fund shares in Q1 2026, an estimated $143.
  • WisdomTree International Equity Fund made up 0.11% of Pinnacle Financial Group's portfolio in Q1 2026, its #73 holding.
  • Pinnacle Financial Group first reported a position in WisdomTree International Equity Fund in Q4 2021 and has held it in 18 quarters since.
  • Pinnacle Financial Group's WisdomTree International Equity Fund position peaked at $502K in Q1 2022.
  • 131 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2026.

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