Pinnacle Financial Partners’s WisdomTree US MidCap Dividend Fund DON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | +$61K | ﹤0.01% | 381 |
|
|
2019
Q3 | – | Sell |
-6,214
| Closed | -$225K | – | 346 |
|
|
2019
Q2 | $225K | Sell |
6,214
-1,599
| -20% | -$57.9K | 0.02% | 321 |
|
|
2019
Q1 | $279K | Buy |
7,813
+564
| +8% | +$20.1K | 0.02% | 290 |
|
|
2018
Q4 | $229K | Sell |
7,249
-2,319
| -24% | -$73.3K | 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% | -$1.72K | 0.03% | 248 |
|
|
2018
Q1 | $328K | Buy |
9,588
+2,031
| +27% | +$69.5K | 0.03% | 250 |
|
|
2017
Q4 | $267K | Buy |
7,557
+519
| +7% | +$18.3K | 0.03% | 272 |
|
|
2017
Q3 | $234K | Sell |
7,038
-6
| -0.1% | -$199 | 0.03% | 258 |
|
|
2017
Q2 | $230K | Buy |
+7,044
| New | +$230K | 0.03% | 271 |
|