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Pinnacle Financial Partners (Tennessee)’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Pinnacle Financial Partners (Tennessee)’s Portfolio DES Stock Details DES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-4,233
Closed -$114K – 317
2017
Q2 		$114K Buy
+4,233
New +$114K 0.02% 297

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UBS Group
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s DES Position: Q3 2017 in Review

Pinnacle Financial Partners (Tennessee) sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q3 2017, closing a stake of 4,233 shares — an estimated $114K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in DES in Q2 2017 and held it in 1 quarter. The position peaked at $114K in Q2 2017. 190 funds tracked by Wall St. Rank hold DES as of Q3 2017.

  • Pinnacle Financial Partners (Tennessee) reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q3 2017 after selling out during the quarter.
  • Pinnacle Financial Partners (Tennessee) sold 4,233 WisdomTree US SmallCap Dividend Fund shares in Q3 2017, an estimated $114K.
  • Pinnacle Financial Partners (Tennessee) first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2017 and held it in 1 quarter.
  • Pinnacle Financial Partners (Tennessee)'s WisdomTree US SmallCap Dividend Fund position peaked at $114K in Q2 2017.
  • 190 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2017.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2017, filed 8 Nov 2017.