Cornerstone Planning Group LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Cornerstone Planning Group LLC

  • $322 Billion
  • Q1 2024

A detailed history of Cornerstone Planning Group LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 596 shares of DES stock, worth $18,476. This represents 0.01% of its overall portfolio holdings.

Number of Shares
596
Previous 1,597 62.68%
Holding current value
$18,476
Previous $51.4 Million 63.44%
% of portfolio
0.01%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024
SELL
$30.25 - $32.68 $30,280 - $32,712
-1,001 Reduced 62.68%
596 $18.8 Million
Q4 2023

Feb 12, 2024
SELL
$26.55 - $32.72 $102,775 - $126,659
-3,871 Reduced 70.79%
1,597 $51.4 Million
Q3 2023

Nov 08, 2023
SELL
$27.79 - $30.65 $203,033 - $223,928
-7,306 Reduced 57.19%
5,468 $154 Million
Q2 2023

Aug 15, 2023
SELL
$26.6 - $29.16 $3,564 - $3,907
-134 Reduced 1.04%
12,774 $368 Million
Q4 2022

Feb 14, 2023
BUY
$28.09 - $30.5 $362,585 - $393,694
12,908 New
12,908 $383 Million

Others Institutions Holding DES

# of Institutions
344
Shares Held
29.7M
Call Options Held
50.7K
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. SMALLCAP DI

DES Quotes by TradingView
  • Ticker DES
  • Sector ETFs
  • Industry ETFs
More about DES
Track This Portfolio

Track Cornerstone Planning Group LLC Portfolio

Follow Cornerstone Planning Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Planning Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Planning Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email