Cornerstone Wealth Management, LLC Wisdomtree Tr Emerging Mkts Qu Transaction History

Cornerstone Wealth Management, LLC

$1.39 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Oct 19, 2018	SELL	N/A	-14,262 Closed	0 $0
Q2 2018 Jul 20, 2018	BUY	N/A	14,262 New	14,262 $578,000

Others Institutions Holding DGRE

# of Institutions

43

Shares Held

3.7M

Call Options Held

0

Put Options Held

0

One Capital Management, LLC Westlake Village, CA

1.25M
Shares

$31.6 Million
1.18% of portfolio
Lpl Financial LLC Fort Mill, SC

510K
Shares

$12.9 Million
0.01% of portfolio
New Edge Wealth, LLC Pittsburgh, PA

316K
Shares

$7.97 Million
0.16% of portfolio
Hobbs Group Advisors, LLC Columbia, SC

286K
Shares

$7.22 Million
2.84% of portfolio
Simpli Fi, Inc.

196K
Shares

$4.94 Million
2.47% of portfolio

About WISDOMTREE TR EMERGING MKTS QU

Ticker DGRE
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