WisdomTree Investments shares owned by Pinnacle Wealth Planning Services
Quarter-by-quarter ownership of WisdomTree Investments (WT) shares owned by Pinnacle Wealth Planning Services
from 13F filings
Historical chart of Pinnacle Wealth Planning Services investment in WisdomTree Investments
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Quarterly reported holdings in WisdomTree Investments by Pinnacle Wealth Planning Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $399k | 29k | 13.90 |
| 2025-06-30 | $330k | 29k | 11.51 |
| 2025-03-31 | $287k | 32k | 8.92 |
| 2024-12-31 | $337k | 32k | 10.50 |
| 2024-09-30 | $356k | 36k | 9.99 |
| 2020-12-31 | $34k | 5.9k | 5.68 |
More positions owned by Pinnacle Wealth Planning Services
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