Pinnacle Wealth Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Pinnacle Wealth Advisors’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
2021 Q2	$67K	Buy	+1,599	New	+$67.7K	﹤0.01%	378

Other funds holding DON

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Insights Tacoma, Washington $309M AUM 17.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Pinnacle Wealth Advisors's DON Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in WisdomTree US MidCap Dividend Fund (DON) in Q2 2021: 1,599 shares worth $67K. The stake represents ﹤0.01% of the portfolio and ranks #378 among its holdings.

312 funds tracked by Wall St. Rank hold DON as of Q2 2021.

Pinnacle Wealth Advisors held 1,599 shares of WisdomTree US MidCap Dividend Fund worth $67K as of Q2 2021.
WisdomTree US MidCap Dividend Fund was a new Pinnacle Wealth Advisors position in Q2 2021.
WisdomTree US MidCap Dividend Fund made up ﹤0.01% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #378 holding.
312 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.