Pinnacle Wealth Management Advisory »

WisdomTree SmallCap Dividend Fund shares owned by Pinnacle Wealth Management Advisory

Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Pinnacle Wealth Management Advisory from 13F filings

Historical chart of Pinnacle Wealth Management Advisory investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Dividend Fund held by Pinnacle Wealth Management Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Pinnacle Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $441k 14k 32.68
2023-12-31 $473k 15k 32.17
2023-09-30 $481k 17k 28.20
2023-06-30 $500k 17k 28.79
2023-03-31 $573k 20k 28.56
2022-12-31 $646k 23k 28.44
2022-09-30 $641k 25k 25.75
2022-06-30 $807k 29k 28.20
2022-03-31 $1.1M 34k 31.86
2021-12-31 $1.2M 36k 32.87
2021-09-30 $1.2M 40k 30.82
2021-06-30 $1.3M 42k 31.88
2021-03-31 $1.3M 43k 31.14
2020-12-31 $1.1M 43k 26.59
2020-09-30 $1.0M 48k 21.07
2020-06-30 $1.4M 64k 21.18
2020-03-31 $954k 53k 18.02
2019-12-31 $581k 20k 28.66
2019-09-30 $558k 20k 27.37
2019-06-30 $556k 21k 27.11
2019-03-31 $478k 17k 27.53
2018-12-31 $234k 9.5k 24.57
2018-09-30 $550k 19k 29.69
2018-06-30 $530k 18k 29.65
2018-03-31 $468k 17k 27.43
2017-12-31 $495k 17k 29.07
2017-09-30 $468k 5.6k 84.02
2017-06-30 $437k 5.4k 80.40
2017-03-31 $268k 3.3k 80.48

More positions owned by Pinnacle Wealth Management Advisory

Apple (AAPL)
iShares MSCI USA Quality Etf (QUAL)
Microsoft Corporation (MSFT)
Vanguard High Div Yield ETF Etf (VYM)
Vanguard Small-Cap ETF Etf (VB)
SPDR S&P 500 ETF Tr Etf (SPY)
Schwab US DVD equity ETF Etf (SCHD)
Vanguard US Total Stock Market Etf (VTI)
iShares Core S&P 500 Index Fun Etf (IVV)
Vanguard FTSE Developed Market Etf (VEA)
Vanguard FTSE All World Ex US Etf (VEU)
Invesco QQQ Trust Series I Etf (QQQ)
JPMorgan Equity Premium ETF Etf (JEPI)
iShares Core S&P S/C ETF Etf (IJR)
Berkshire Hathaway (BRK.B)

View all positions for Pinnacle Wealth Management Advisory

Top funds holding WisdomTree SmallCap Dividend Fund

Bank of America Corporation
Morgan Stanley
UBS Group
LPL Financial
Creative Planning
M^T Bank Corporation
Royal Bank of Canada
Wells Fargo & Company
Ameriprise Financial
Envestnet Asset Management
Keybank National Association
Huntington National Bank
Raymond James Financial Services Advisors
Commonwealth Equity Services
Assetmark

View all funds holding WisdomTree SmallCap Dividend Fund