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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pinnacle Wealth Planning Services's DON Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its WisdomTree US MidCap Dividend Fund (DON) stake by 531% in Q1 2026, buying an estimated $89.3K and bringing the position to 1,968 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #781.

Pinnacle Wealth Planning Services first reported a position in DON in Q4 2025 and has held it in 2 quarters since. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,968 shares of WisdomTree US MidCap Dividend Fund worth $103K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 1,656 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $89.3K.
  • WisdomTree US MidCap Dividend Fund made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #781 holding.
  • Pinnacle Wealth Planning Services first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2025 and has held it in 2 quarters since.
  • 463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.