Pinnacle Financial Group’s WisdomTree International Equity Fund DWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $395K | Buy |
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|
2025
Q2 | $379K | Buy |
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|
2025
Q1 | $346K | Sell |
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|
2024
Q4 | $340K | Sell |
|
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|
2024
Q3 | $433K | Buy |
|
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|
2024
Q2 | $404K | Buy |
|
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|
2024
Q1 | $412K | Buy |
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|
2023
Q4 | $394K | Sell |
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|
2023
Q3 | $433K | Sell |
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|
2023
Q2 | $498K | Buy |
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|
2023
Q1 | $494K | Sell |
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|
2022
Q4 | $484K | Buy |
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|
2022
Q3 | $382K | Buy |
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|
2022
Q2 | $433K | Buy |
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|
2022
Q1 | $502K | Buy |
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|
2021
Q4 | $480K | Buy |
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