Pinnacle Financial Group, LLC Wisdomtree Tr Transaction History

Pinnacle Financial Group, LLC

$251 Million
Q4 2024

A detailed history of Pinnacle Financial Group, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Pinnacle Financial Group, LLC holds 6,454 shares of DWM stock, worth $365,425. This represents 0.14% of its overall portfolio holdings.

Number of Shares

6,454

Previous 7,525 14.23%

Holding current value

$365,425

Previous $433,000 21.48%

% of portfolio

0.14%

Previous 0.17%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$52.54 - $57.11 $56,270 - $61,164	-1,071 Reduced 14.23%	6,454 $340,000
Q3 2024 Nov 12, 2024	BUY	$52.24 - $58.1 $104 - $116	2 Added 0.03%	7,525 $433,000
Q2 2024 Aug 08, 2024	BUY	$52.54 - $56.44 $525 - $564	10 Added 0.13%	7,523 $404,000
Q1 2024 May 15, 2024	BUY	$50.94 - $55.08 $152 - $165	3 Added 0.04%	7,513 $411,000
Q4 2023 Feb 13, 2024	SELL	$46.5 - $52.58 $67,285 - $76,083	-1,447 Reduced 16.15%	7,510 $394,000
Q3 2023 Nov 13, 2023	SELL	$48.13 - $51.79 $47,937 - $51,582	-996 Reduced 10.01%	8,957 $433,000
Q2 2023 Jul 18, 2023	BUY	$48.54 - $51.63 $485 - $516	10 Added 0.1%	9,953 $497,000
Q1 2023 May 11, 2023	SELL	$47.34 - $51.12 $15,906 - $17,176	-336 Reduced 3.27%	9,943 $494,000
Q4 2022 Feb 09, 2023	BUY	$39.94 - $48.25 $30,114 - $36,380	754 Added 7.92%	10,279 $483,000
Q3 2022 Oct 27, 2022	BUY	$39.86 - $47.65 $159 - $190	4 Added 0.04%	9,525 $382,000
Q2 2022 Jul 19, 2022	BUY	$45.44 - $53.31 $499 - $586	11 Added 0.12%	9,521 $433,000
Q1 2022 May 12, 2022	BUY	$48.63 - $55.69 $31,220 - $35,752	642 Added 7.24%	9,510 $502,000
Q4 2021 Feb 11, 2022	BUY	$51.6 - $54.8 $457,588 - $485,966	8,868 New	8,868 $480,000

Others Institutions Holding DWM

# of Institutions

126

Shares Held

6.12M

Call Options Held

Put Options Held

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About WISDOMTREE TR

Ticker DWM
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Pinnacle Financial Group, LLC Wisdomtree Tr Transaction History