Pinnacle Wealth Planning Services, Inc. Wisdomtree, Inc. Transaction History

Pinnacle Wealth Planning Services, Inc.

  • $838 Million
  • Q3 2025

A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Wisdomtree, Inc. stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 28,677 shares of WT stock, worth $0. This represents 0.02% of its overall portfolio holdings.

Number of Shares
28,677
Previous 28,703 0.09%
Holding current value
$0
Previous $156,000 -0.0%
% of portfolio
0.02%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
N/A
-26 Reduced 0.09%
28,677 $156,000
Q2 2025

Aug 11, 2025
SELL
N/A
-3,496 Reduced 10.86%
28,703 $156,000
Q1 2025

May 15, 2025
BUY
N/A
94 Added 0.29%
32,199 $175,000
Q4 2024

Feb 06, 2025
SELL
N/A
-3,558 Reduced 9.98%
32,105 $175,000
Q3 2024

Nov 13, 2024
BUY
N/A
35,663 New
35,663 $194,000
Q1 2021

Apr 29, 2021
SELL
N/A
-5,916 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
N/A
5,916 New
5,916 $32,000

Others Institutions Holding WT

# of Institutions
1
Shares Held
75
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE, INC.

WT Quotes by TradingView
  • Ticker WT
More about WT
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