News + Filings Holdings
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Pinnacle Wealth Planning Services, Inc.
> DWM
Date | Name | Ticker | Shares | Change | Value | Change | Price |
06/30/2023 | WisdomTree Trust | DWM | 45,879 | -13,081 | 2,295,326,000 | -636,755,000 | $50,029.99 |
03/31/2023 | WisdomTree Trust | DWM | 58,960 | -67,638 | 2,932,081,000 | 2,926,998,000 | $49,730.00 |
09/30/2022 | WisdomTree Trust | DWM | 126,598 | -25,379 | 5,083,000 | -1,823,000 | $40.15 |
06/30/2022 | WisdomTree Trust | DWM | 151,977 | -44,601 | 6,906,000 | -3,463,000 | $45.44 |
03/31/2022 | WisdomTree Trust | DWM | 196,578 | 12,004 | 10,369,000 | 630,000 | $52.75 |
06/30/2021 | WisdomTree Trust | DWM | 184,574 | 74,279 | 9,739,000 | 4,432,000 | $52.76 |
12/31/2020 | WisdomTree Trust | DWM | 110,295 | 3,040 | 5,307,000 | 654,000 | $48.12 |
09/30/2020 | WisdomTree Trust | DWM | 107,255 | -773 | 4,653,000 | 82,000 | $43.38 |
06/30/2020 | WisdomTree Trust | DWM | 108,028 | 24,838 | 4,571,000 | 1,287,000 | $42.31 |
03/31/2020 | WisdomTree Trust | DWM | 83,190 | 12,256 | 3,284,000 | -509,000 | $39.48 |
12/31/2019 | WisdomTree Trust | DWM | 70,934 | -7,239 | 3,793,000 | -93,000 | $53.47 |
09/30/2019 | WisdomTree Trust | DWM | 78,173 | 9,637 | 3,886,000 | 390,000 | $49.71 |
06/30/2019 | WisdomTree Trust | DWM | 68,536 | 3,510 | 3,496,000 | 204,000 | $51.01 |
03/31/2019 | WisdomTree Trust | DWM | 65,026 | -15,601 | 3,292,000 | -465,000 | $50.63 |
12/31/2018 | WisdomTree Trust | DWM | 80,627 | 27,119 | 3,757,000 | 914,000 | $46.60 |
09/30/2018 | WisdomTree Trust | DWM | 53,508 | 43,198 | 2,843,000 | 2,268,000 | $53.13 |
12/31/2017 | WisdomTree Trust | DWM | 10,310 | 10,310 | 575,000 | 575,000 | $55.77 |
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