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

Pinnacle Wealth Planning Services’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
2026
Q2 		$111K Hold
1,968
– – 0.01% 808
2026
Q1 		$103K Buy
1,968
+1,656
+531% +$89.3K 0.01% 781
2025
Q4 		$16.1K Buy
+312
New +$16.1K ﹤0.01% 1814

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pinnacle Wealth Planning Services's DON Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q2 2026 at 1,968 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #808.

Pinnacle Wealth Planning Services first reported a position in DON in Q4 2025 and has held it in 3 quarters since. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,968 shares of WisdomTree US MidCap Dividend Fund worth $111K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its WisdomTree US MidCap Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US MidCap Dividend Fund made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #808 holding.
  • Pinnacle Wealth Planning Services first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2025 and has held it in 3 quarters since.
  • 474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.