Pinnacle Financial Group’s WisdomTree International Equity Fund DWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $379K | Buy |
5,965
+9
| +0.2% | +$572 | 0.13% | 69 |
|
|
2025
Q1 | $346K | Sell |
5,956
-498
| -8% | -$29K | 0.13% | 67 |
|
|
2024
Q4 | $340K | Sell |
6,454
-1,071
| -14% | -$56.4K | 0.13% | 65 |
|
|
2024
Q3 | $433K | Buy |
7,525
+2
| +0% | +$115 | 0.17% | 55 |
|
|
2024
Q2 | $404K | Buy |
7,523
+10
| +0.1% | +$537 | 0.17% | 52 |
|
|
2024
Q1 | $412K | Buy |
7,513
+3
| +0% | +$164 | 0.18% | 49 |
|
|
2023
Q4 | $394K | Sell |
7,510
-1,447
| -16% | -$76K | 0.2% | 49 |
|
|
2023
Q3 | $433K | Sell |
8,957
-996
| -10% | -$48.2K | 0.26% | 38 |
|
|
2023
Q2 | $498K | Buy |
9,953
+10
| +0.1% | +$500 | 0.28% | 38 |
|
|
2023
Q1 | $494K | Sell |
9,943
-336
| -3% | -$16.7K | 0.3% | 38 |
|
|
2022
Q4 | $484K | Buy |
10,279
+754
| +8% | +$35.5K | 0.34% | 38 |
|
|
2022
Q3 | $382K | Buy |
9,525
+4
| +0% | +$160 | 0.33% | 37 |
|
|
2022
Q2 | $433K | Buy |
9,521
+11
| +0.1% | +$500 | 0.37% | 31 |
|
|
2022
Q1 | $502K | Buy |
9,510
+642
| +7% | +$33.9K | 0.41% | 32 |
|
|
2021
Q4 | $480K | Buy |
+8,868
| New | +$480K | 0.37% | 36 |
|