Pinnacle Wealth Management Advisory Group’s WisdomTree US MidCap Dividend Fund DON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $677K | Sell |
11,971
-1,005
| -8% | -$55.4K | 0.04% | 235 |
|
|
2026
Q1 | $682K | Sell |
12,976
-892
| -6% | -$48.1K | 0.05% | 223 |
|
|
2025
Q4 | $716K | Sell |
13,868
-757
| -5% | -$39K | 0.05% | 203 |
|
|
2025
Q3 | $765K | Sell |
14,625
-335
| -2% | -$17.3K | 0.06% | 178 |
|
|
2025
Q2 | $750K | Sell |
14,960
-2,076
| -12% | -$100K | 0.06% | 173 |
|
|
2025
Q1 | $844K | Sell |
17,036
-3,410
| -17% | -$174K | 0.08% | 148 |
|
|
2024
Q4 | $1.04M | Sell |
20,446
-698
| -3% | -$36.6K | 0.1% | 132 |
|
|
2024
Q3 | $1.08M | Sell |
21,144
-82
| -0.4% | -$4.01K | 0.1% | 128 |
|
|
2024
Q2 | $993K | Sell |
21,226
-569
| -3% | -$26.9K | 0.1% | 132 |
|
|
2024
Q1 | $1.06M | Sell |
21,795
-2,375
| -10% | -$109K | 0.11% | 120 |
|
|
2023
Q4 | $1.1M | Sell |
24,170
-2,383
| -9% | -$100K | 0.13% | 114 |
|
|
2023
Q3 | $1.09M | Sell |
26,553
-1,838
| -6% | -$78.4K | 0.14% | 108 |
|
|
2023
Q2 | $1.19M | Sell |
28,391
-1,395
| -5% | -$56.6K | 0.15% | 106 |
|
|
2023
Q1 | $1.22M | Sell |
29,786
-1,590
| -5% | -$67.6K | 0.16% | 101 |
|
|
2022
Q4 | $1.29M | Sell |
31,376
-60
| -0.2% | -$2.48K | 0.19% | 99 |
|
|
2022
Q3 | $1.18M | Sell |
31,436
-8,709
| -22% | -$359K | 0.2% | 92 |
|
|
2022
Q2 | $1.56M | Sell |
40,145
-5,986
| -13% | -$252K | 0.25% | 89 |
|
|
2022
Q1 | $2.05M | Sell |
46,131
-2,050
| -4% | -$89.6K | 0.3% | 80 |
|
|
2021
Q4 | $2.14M | Sell |
48,181
-1,570
| -3% | -$68.5K | 0.35% | 68 |
|
|
2021
Q3 | $2.06M | Buy |
49,751
+2,420
| +5% | +$102K | 0.48% | 56 |
|
|
2021
Q2 | $1.99M | Sell |
47,331
-520
| -1% | -$22K | 0.47% | 56 |
|
|
2021
Q1 | $1.93M | Sell |
47,851
-1,345
| -3% | -$51.2K | 0.54% | 46 |
|
|
2020
Q4 | $1.71M | Sell |
49,196
-2,761
| -5% | -$89.8K | 0.52% | 50 |
|
|
2020
Q3 | $1.5M | Buy |
51,957
+269
| +0.5% | +$7.93K | 0.52% | 54 |
|
|
2020
Q2 | $1.47M | Buy |
51,688
+21,435
| +71% | +$579K | 0.54% | 51 |
|
|
2020
Q1 | $731K | Buy |
30,253
+15,996
| +112% | +$538K | 0.35% | 72 |
|
|
2019
Q4 | $542K | Buy |
14,257
+147
| +1% | +$5.44K | 0.2% | 107 |
|
|
2019
Q3 | $512K | Sell |
14,110
-473
| -3% | -$16.9K | 0.21% | 103 |
|
|
2019
Q2 | $528K | Buy |
14,583
+1,926
| +15% | +$69.2K | 0.22% | 106 |
|
|
2019
Q1 | $453K | Buy |
12,657
+3,720
| +42% | +$130K | 0.2% | 106 |
|
|
2018
Q4 | $283K | Sell |
8,937
-7,930
| -47% | -$272K | 0.15% | 131 |
|
|
2018
Q3 | $622K | Sell |
16,867
-390
| -2% | -$14.4K | 0.31% | 86 |
|
|
2018
Q2 | $618K | Buy |
17,257
+1,513
| +10% | +$53.1K | 0.33% | 84 |
|
|
2018
Q1 | $537K | Buy |
15,744
+1,407
| +10% | +$49.1K | 0.3% | 87 |
|
|
2017
Q4 | $506K | Buy |
14,337
+1,860
| +15% | +$63.6K | 0.28% | 87 |
|
|
2017
Q3 | $416K | Buy |
12,477
+1,290
| +12% | +$42.1K | 0.24% | 97 |
|
|
2017
Q2 | $365K | Buy |
+11,187
| New | +$363K | 0.23% | 101 |
|
Other funds holding DON
LW
Pinnacle Wealth Management Advisory Group's DON Position: Q2 2026 in Review
Pinnacle Wealth Management Advisory Group reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 7.7% in Q2 2026, selling an estimated $55.4K and leaving 11,971 shares worth $677K. The position accounts for 0.04% of the portfolio, ranked #235.
Pinnacle Wealth Management Advisory Group first reported a position in DON in Q2 2017 and has held it in 37 quarters since. The position peaked at $2.14M in Q4 2021. 473 funds tracked by Wall St. Rank hold DON as of Q2 2026.
- Pinnacle Wealth Management Advisory Group held 11,971 shares of WisdomTree US MidCap Dividend Fund worth $677K as of Q2 2026.
- Pinnacle Wealth Management Advisory Group sold 1,005 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $55.4K.
- WisdomTree US MidCap Dividend Fund made up 0.04% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #235 holding.
- Pinnacle Wealth Management Advisory Group first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2017 and has held it in 37 quarters since.
- Pinnacle Wealth Management Advisory Group's WisdomTree US MidCap Dividend Fund position peaked at $2.14M in Q4 2021.
- 473 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.
Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.