Cornerstone Planning Group LLC Wisdomtree Tr U.S Total Divide Transaction History
Cornerstone Planning Group LLC
- $624 Billion
- Q3 2025
A detailed history of Cornerstone Planning Group LLC transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 127,362 shares of DTD stock, worth $10.7 Million. This represents 1.84% of its overall portfolio holdings.
Number of Shares
127,362Holding current value
$10.7 Million% of portfolio
1.84%Shares
1 transactions
Others Institutions Holding DTD
# of Institutions
221Shares Held
9.53MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.94MShares$162 Million0.01% of portfolio
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Morgan Stanley New York, NY1.08MShares$90.2 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC765KShares$64 Million0.02% of portfolio
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Wells Fargo & Company San Francisco, CA402KShares$33.7 Million0.01% of portfolio
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Cetera Investment Advisers Schaumburg, IL353KShares$29.5 Million0.05% of portfolio