WisdomTree Total Dividend Fund shares owned by Pinnacle Financial Group, LLC / IL
Quarter-by-quarter ownership of WisdomTree Total Dividend Fund (DTD) shares owned by Pinnacle Financial Group, LLC / IL
from 13F filings
Historical chart of Pinnacle Financial Group, LLC / IL investment in WisdomTree Total Dividend Fund
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All positions including WisdomTree Total Dividend Fund held by Pinnacle Financial Group, LLC / IL consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in WisdomTree Total Dividend Fund by Pinnacle Financial Group, LLC / IL
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $22M | 261k | 84.00 |
| 2025-06-30 | $21M | 267k | 79.52 |
| 2025-03-31 | $21M | 270k | 76.95 |
| 2024-12-31 | $21M | 281k | 75.86 |
| 2024-09-30 | $22M | 281k | 76.68 |
| 2024-06-30 | $21M | 296k | 70.83 |
| 2024-03-31 | $21M | 297k | 70.72 |
| 2023-09-30 | $19M | 308k | 60.17 |
| 2023-06-30 | $20M | 320k | 62.09 |
| 2023-03-31 | $19M | 317k | 60.59 |
| 2022-12-31 | $19M | 309k | 60.65 |
| 2022-09-30 | $16M | 297k | 54.26 |
| 2022-06-30 | $16M | 281k | 57.91 |
| 2022-03-31 | $16M | 253k | 64.56 |
| 2021-12-31 | $18M | 272k | 64.74 |
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