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
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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Pinnacle Wealth Management Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $406k | 12k | 34.49 |
| 2024-06-30 | $367k | 12k | 31.15 |
| 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 |
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