Pinnacle Wealth Management Advisory Group’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325K | Sell |
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|
2025
Q1 | $335K | Sell |
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|
2024
Q4 | $393K | Sell |
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|
2024
Q3 | $406K | Hold |
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|
2024
Q2 | $367K | Sell |
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|
2024
Q1 | $441K | Sell |
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|
2023
Q4 | $473K | Sell |
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|
2023
Q3 | $481K | Sell |
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|
2023
Q2 | $500K | Sell |
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|
2023
Q1 | $573K | Sell |
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|
2022
Q4 | $646K | Sell |
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|
2022
Q3 | $641K | Sell |
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|
2022
Q2 | $807K | Sell |
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|
2022
Q1 | $1.09M | Sell |
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|
2021
Q4 | $1.18M | Sell |
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|
2021
Q3 | $1.23M | Sell |
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|
2021
Q2 | $1.34M | Sell |
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|
2021
Q1 | $1.34M | Sell |
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|
2020
Q4 | $1.15M | Sell |
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|
2020
Q3 | $1.01M | Sell |
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|
2020
Q2 | $1.35M | Buy |
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|
2020
Q1 | $954K | Buy |
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|
2019
Q4 | $581K | Sell |
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|
2019
Q3 | $558K | Sell |
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|
2019
Q2 | $556K | Buy |
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|
2019
Q1 | $478K | Buy |
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|
2018
Q4 | $234K | Sell |
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|
2018
Q3 | $550K | Buy |
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|
2018
Q2 | $530K | Buy |
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|
2018
Q1 | $468K | Buy |
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|
2017
Q4 | $495K | Buy |
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|
2017
Q3 | $468K | Buy |
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|
2017
Q2 | $437K | Buy |
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|
2017
Q1 | $268K | Buy |
|