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 Q3	$106K	Hold	1,968	–	–	0.01%	827
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 21.24% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Marion Wealth Management Monroeville, Pennsylvania $508M AUM 13.53% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Concord Wealth Partners Abingdon, Virginia $860M AUM 17.87% 1-Year Est. Return

Pinnacle Wealth Planning Services's DON Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q3 2026 at 1,968 shares worth $106K. The position accounts for 0.01% of the portfolio, ranked #827.

Pinnacle Wealth Planning Services first reported a position in DON in Q4 2025 and has held it in 4 quarters since. The position peaked at $111K in Q2 2026. 276 funds tracked by Wall St. Rank hold DON as of Q3 2026.

Pinnacle Wealth Planning Services held 1,968 shares of WisdomTree US MidCap Dividend Fund worth $106K as of Q3 2026.
Pinnacle Wealth Planning Services left its WisdomTree US MidCap Dividend Fund share count unchanged in Q3 2026.
WisdomTree US MidCap Dividend Fund made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #827 holding.
Pinnacle Wealth Planning Services first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2025 and has held it in 4 quarters since.
Pinnacle Wealth Planning Services's WisdomTree US MidCap Dividend Fund position peaked at $111K in Q2 2026.
276 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.