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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

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Investments held by Pinnacle Wealth Planning Services consolidated in one spreadsheet with up to 7 years of data

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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
2024-09-30 $356k 36k 9.99
2020-12-31 $34k 5.9k 5.68

More positions owned by Pinnacle Wealth Planning Services

Vaneck Ig Floating Rate Etf Etf (FLTR)
Energy Transfer Equity L P Com Unit Ltd Partnership Stock (ET)
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Apple Stock (AAPL)
Microsoft Stock (MSFT)
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)
Nvidia Corp Stock (NVDA)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Amazon.com Stock (AMZN)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Spdr Doubleline Emerging Markets Fixed Income Etf Etf (EMTL)
Meta Platforms Inc Cl A Stock (META)
Ishares Msci Eafe Value Index Etf Etf (EFV)
Google Stock (GOOGL)

View all positions for Pinnacle Wealth Planning Services

Top funds holding WisdomTree Investments

BlackRock
Vanguard Group
Azora Capital
Arrowpoint Asset Management
State Street Corporation
Massachusetts Financial Services
Wellington Management Company
Invesco
Dimensional Fund Advisors
Geode Capital Management
FMR
Bank of New York Mellon
Victory Capital Management
Henderson Group
Macquarie Group

View all funds holding WisdomTree Investments