Pinnacle Wealth Management Advisory Group, LLC Wisdomtree Tr Intl Small Cap D Transaction History

Pinnacle Wealth Management Advisory Group, LLC

$1.04 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 08, 2020	SELL	$42.11 - $71.71 $260,029 - $442,809	-6,175 Closed	0 $0
Q2 2019 Aug 08, 2019	BUY	N/A	6,175 New	6,175 $401,000

Others Institutions Holding DLS

# of Institutions

204

Shares Held

5.32M

Call Options Held

Put Options Held

Savant Capital, LLC

822K
Shares

$51.9 Million
0.48% of portfolio
Bip Wealth, LLC Atlanta, GA

243K
Shares

$15.3 Million
1.14% of portfolio
Bank Of America Corp Charlotte, NC

205K
Shares

$12.9 Million
0.0% of portfolio
Morgan Stanley New York, NY

204K
Shares

$12.9 Million
0.0% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

203K
Shares

$12.8 Million
1.25% of portfolio

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About WISDOMTREE TR INTL SMALL CAP D

Ticker DLS
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