WisdomTree DEFA shares owned by Pinnacle Wealth Planning Services
Quarter-by-quarter ownership of WisdomTree DEFA (DWM) shares owned by Pinnacle Wealth Planning Services
from 13F filings
Historical chart of Pinnacle Wealth Planning Services investment in WisdomTree DEFA
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Quarterly reported holdings in WisdomTree DEFA by Pinnacle Wealth Planning Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.8M | 31k | 57.56 |
| 2024-06-30 | $1.7M | 32k | 53.72 |
| 2024-03-31 | $1.9M | 34k | 54.80 |
| 2023-12-31 | $2.0M | 38k | 52.51 |
| 2023-09-30 | $2.1M | 43k | 48.35 |
| 2023-06-30 | $2.3M | 46k | 50.03 |
| 2023-03-31 | $2.9M | 59k | 49.73 |
| 2022-12-31 | $3.3M | 71k | 47.04 |
| 2022-09-30 | $5.1M | 127k | 40.16 |
| 2022-06-30 | $6.9M | 152k | 45.44 |
| 2022-03-31 | $10M | 197k | 52.75 |
| 2021-12-31 | $11M | 206k | 54.08 |
| 2021-09-30 | $10M | 200k | 51.31 |
| 2021-06-30 | $9.7M | 185k | 52.76 |
| 2021-03-31 | $8.3M | 169k | 48.90 |
| 2020-12-31 | $5.6M | 110k | 50.64 |
| 2020-09-30 | $4.4M | 107k | 40.76 |
| 2020-06-30 | $4.3M | 108k | 39.46 |
| 2020-03-31 | $3.3M | 83k | 39.47 |
| 2019-12-31 | $3.8M | 71k | 53.47 |
| 2019-09-30 | $3.9M | 78k | 49.71 |
| 2019-06-30 | $3.5M | 69k | 51.01 |
| 2019-03-31 | $3.3M | 65k | 50.63 |
| 2018-12-31 | $3.8M | 81k | 46.60 |
| 2018-09-30 | $2.8M | 54k | 53.13 |
| 2018-06-30 | $2.0M | 39k | 52.74 |
| 2018-03-31 | $1.9M | 34k | 54.85 |
| 2017-12-31 | $575k | 10k | 55.77 |
More positions owned by Pinnacle Wealth Planning Services
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