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

Cornerstone Planning Group LLC

  • $418 Billion
  • Q1 2025

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 495 shares of DES stock, worth $15,765. This represents 0.0% of its overall portfolio holdings.

Number of Shares
495
Previous 567 12.7%
Holding current value
$15,765
Previous $19.8 Million 25.32%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
SELL
$31.63 - $35.22 $2,277 - $2,535
-72 Reduced 12.7%
495 $14.8 Million
Q4 2024

Jan 29, 2025
BUY
$33.7 - $37.69 $168 - $188
5 Added 0.89%
567 $19.8 Million
Q3 2024

Nov 05, 2024
BUY
$30.61 - $34.92 $91 - $104
3 Added 0.54%
562 $19.3 Million
Q2 2024

Aug 13, 2024
SELL
$30.34 - $32.53 $1,122 - $1,203
-37 Reduced 6.21%
559 $17.8 Million
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
$26.29 - $30.5 $339,351 - $393,694
12,908 New
12,908 $383 Million

Others Institutions Holding DES

# of Institutions
372
Shares Held
30.3M
Call Options Held
0
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
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