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Pinnacle Financial Partners (Tennessee)’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Pinnacle Financial Partners (Tennessee)’s Portfolio DON Stock Details DON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,599
Closed -$80.1K – 477
2025
Q2 		$80.1K Hold
1,599
– – ﹤0.01% 472
2025
Q1 		$81.5K Hold
1,599
– – ﹤0.01% 473
2024
Q4 		$81.8K Hold
1,599
– – ﹤0.01% 469
2024
Q3 		$81.8K Hold
1,599
– – ﹤0.01% 468
2024
Q2 		$78K Hold
1,599
– – ﹤0.01% 469
2024
Q1 		$78K Hold
1,599
– – ﹤0.01% 463
2023
Q4 		$73.1K Hold
1,599
– – ﹤0.01% 448
2023
Q3 		$65.5K Hold
1,599
– – ﹤0.01% 423
2023
Q2 		$67.2K Hold
1,599
– – ﹤0.01% 428
2023
Q1 		$65.5K Hold
1,599
– – ﹤0.01% 419
2022
Q4 		$65.8K Hold
1,599
– – ﹤0.01% 402
2022
Q3 		$60K Hold
1,599
– – ﹤0.01% 396
2022
Q2 		$62K Hold
1,599
– – ﹤0.01% 373
2022
Q1 		$71K Hold
1,599
– – ﹤0.01% 378
2021
Q4 		$71K Hold
1,599
– – ﹤0.01% 405
2021
Q3 		$66K Hold
1,599
– – ﹤0.01% 391
2021
Q2 		$67K Hold
1,599
– – ﹤0.01% 378
2021
Q1 		$56K Hold
1,599
– – ﹤0.01% 363
2020
Q4 		$46K Hold
1,599
– – ﹤0.01% 366
2020
Q3 		$46K Hold
1,599
– – ﹤0.01% 355
2020
Q2 		$45K Hold
1,599
– – ﹤0.01% 346
2020
Q1 		$39K Hold
1,599
– – ﹤0.01% 350
2019
Q4 		$61K Buy
+1,599
New +$59.1K ﹤0.01% 381
2019
Q3 		– Sell
-6,214
Closed -$225K – 346
2019
Q2 		$225K Sell
6,214
-1,599
-20% -$57.4K 0.02% 321
2019
Q1 		$279K Buy
7,813
+564
+8% +$19.7K 0.02% 290
2018
Q4 		$229K Sell
7,249
-2,319
-24% -$79.5K 0.02% 295
2018
Q3 		$353K Buy
9,568
+28
+0.3% +$1.03K 0.03% 261
2018
Q2 		$341K Sell
9,540
-48
-0.5% -$1.68K 0.03% 248
2018
Q1 		$328K Buy
9,588
+2,031
+27% +$70.9K 0.03% 250
2017
Q4 		$267K Buy
7,557
+519
+7% +$17.8K 0.03% 272
2017
Q3 		$234K Sell
7,038
-6
-0.1% -$196 0.03% 258
2017
Q2 		$230K Buy
+7,044
New +$228K 0.03% 271

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Jones Financial Companies
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Pinnacle Financial Partners (Tennessee)'s DON Position: Q3 2025 in Review

Pinnacle Financial Partners (Tennessee) sold out of WisdomTree US MidCap Dividend Fund (DON) in Q3 2025, closing a stake of 1,599 shares — an estimated $80.1K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in DON in Q2 2017 and held it in 32 quarters. The position peaked at $353K in Q3 2018. 431 funds tracked by Wall St. Rank hold DON as of Q3 2025.

  • Pinnacle Financial Partners (Tennessee) reported no remaining WisdomTree US MidCap Dividend Fund position as of Q3 2025 after selling out during the quarter.
  • Pinnacle Financial Partners (Tennessee) sold 1,599 WisdomTree US MidCap Dividend Fund shares in Q3 2025, an estimated $80.1K.
  • Pinnacle Financial Partners (Tennessee) first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2017 and held it in 32 quarters.
  • Pinnacle Financial Partners (Tennessee)'s WisdomTree US MidCap Dividend Fund position peaked at $353K in Q3 2018.
  • 431 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2025, filed 28 Oct 2025.