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Pinnacle Wealth Planning Services’s WisdomTree International Equity Fund DWM Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio DWM Stock Details DWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.16M Sell
15,793
-1,486
-9% -$109K 0.11% 104
2026
Q1 		$1.21M Sell
17,279
-2,033
-11% -$146K 0.12% 91
2025
Q4 		$1.33M Sell
19,312
-1,440
-7% -$96.7K 0.14% 83
2025
Q3 		$1.37M Sell
20,752
-1,689
-8% -$110K 0.16% 80
2025
Q2 		$1.43M Buy
22,441
+418
+2% +$25.4K 0.19% 68
2025
Q1 		$1.28M Sell
22,023
-5,150
-19% -$290K 0.19% 61
2024
Q4 		$1.43M Sell
27,173
-4,058
-13% -$223K 0.22% 56
2024
Q3 		$1.8M Sell
31,231
-1,080
-3% -$60.1K 0.24% 56
2024
Q2 		$1.74M Sell
32,311
-1,779
-5% -$97.4K 0.25% 58
2024
Q1 		$1.87M Sell
34,090
-3,832
-10% -$203K 0.27% 56
2023
Q4 		$1.99M Sell
37,922
-4,666
-11% -$230K 0.31% 52
2023
Q3 		$2.06M Sell
42,588
-3,291
-7% -$164K 0.34% 46
2023
Q2 		$2.3M Sell
45,879
-13,081
-22% -$661K 0.37% 43
2023
Q1 		$2.93M Sell
58,960
-11,594
-16% -$575K 0.49% 37
2022
Q4 		$3.32M Sell
70,554
-56,044
-44% -$2.5M 0.59% 27
2022
Q3 		$5.08M Sell
126,598
-25,379
-17% -$1.14M 0.94% 19
2022
Q2 		$6.91M Sell
151,977
-44,601
-23% -$2.22M 1.24% 14
2022
Q1 		$10.4M Sell
196,578
-9,813
-5% -$522K 1.89% 10
2021
Q4 		$11.2M Buy
206,391
+6,112
+3% +$327K 2.18% 9
2021
Q3 		$10.3M Buy
200,279
+15,705
+9% +$866K 2.27% 4
2021
Q2 		$9.74M Buy
184,574
+15,196
+9% +$835K 2.27% 5
2021
Q1 		$8.61M Buy
169,378
+59,083
+54% +$3.08M 2.21% 8
2020
Q4 		$5.31M Buy
110,295
+3,040
+3% +$146K 1.27% 13
2020
Q3 		$4.65M Sell
107,255
-773
-0.7% -$35.7K 1.54% 12
2020
Q2 		$4.57M Buy
108,028
+24,838
+30% +$1.05M 1.48% 17
2020
Q1 		$3.28M Buy
83,190
+12,256
+17% +$590K 1.56% 14
2019
Q4 		$3.79M Sell
70,934
-7,239
-9% -$374K 1.78% 9
2019
Q3 		$3.89M Buy
78,173
+9,637
+14% +$478K 2.12% 8
2019
Q2 		$3.5M Buy
68,536
+3,510
+5% +$178K 2.11% 8
2019
Q1 		$3.29M Sell
65,026
-15,601
-19% -$775K 2.21% 7
2018
Q4 		$3.76M Buy
80,627
+27,119
+51% +$1.34M 2.4% 6
2018
Q3 		$2.84M Buy
53,508
+14,809
+38% +$787K 2.6% 2
2018
Q2 		$2.04M Buy
38,699
+4,444
+13% +$246K 1.98% 5
2018
Q1 		$1.88M Buy
34,255
+23,945
+232% +$1.35M 1.93% 5
2017
Q4 		$575K Buy
+10,310
New +$567K 1.17% 20

Other funds holding DWM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its WisdomTree International Equity Fund (DWM) stake by 8.6% in Q2 2026, selling an estimated $109K and leaving 15,793 shares worth $1.16M. The position accounts for 0.11% of the portfolio, ranked #104.

Pinnacle Wealth Planning Services first reported a position in DWM in Q4 2017 and has held it in 35 quarters since. The position peaked at $11.2M in Q4 2021. 134 funds tracked by Wall St. Rank hold DWM as of Q2 2026.

  • Pinnacle Wealth Planning Services held 15,793 shares of WisdomTree International Equity Fund worth $1.16M as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 1,486 WisdomTree International Equity Fund shares in Q2 2026, an estimated $109K.
  • WisdomTree International Equity Fund made up 0.11% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #104 holding.
  • Pinnacle Wealth Planning Services first reported a position in WisdomTree International Equity Fund in Q4 2017 and has held it in 35 quarters since.
  • Pinnacle Wealth Planning Services's WisdomTree International Equity Fund position peaked at $11.2M in Q4 2021.
  • 134 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2026.

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