A detailed history of Cornerstone Wealth Management, LLC transactions in Wisdomtree Emerging Markets Sm stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 15,631 shares of DGS stock, worth $786,395. This represents 0.06% of its overall portfolio holdings.

Number of Shares
15,631
Previous 13,707 14.04%
Holding current value
$786,395
Previous $705,000 19.01%
% of portfolio
0.06%
Previous 0.06%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

BUY
$48.46 - $54.37 $93,237 - $104,607
1,924 Added 14.04%
15,631 $839,000
Q2 2024

Jul 16, 2024

SELL
$49.52 - $53.11 $11,983 - $12,852
-242 Reduced 1.73%
13,707 $705,000
Q1 2024

Apr 19, 2024

SELL
$47.45 - $51.31 $3,131 - $3,386
-66 Reduced 0.47%
13,949 $709,000
Q4 2023

Jan 10, 2024

BUY
$43.82 - $49.92 $13,890 - $15,824
317 Added 2.31%
14,015 $699,000
Q3 2023

Nov 06, 2023

BUY
$46.01 - $49.91 $630,244 - $683,667
13,698 New
13,698 $633,000
Q4 2018

Feb 13, 2019

SELL
N/A
-16,905 Closed
0 $0
Q3 2018

Oct 19, 2018

BUY
N/A
1,403 Added 9.05%
16,905 $342,000
Q2 2018

Jul 20, 2018

BUY
N/A
15,502 New
15,502 $328,000

Others Institutions Holding DGS

About WISDOMTREE EMERGING MARKETS SM


  • Ticker DGS
  • Sector ETFs
  • Industry ETFs
More about DGS
Track This Portfolio

Track Cornerstone Wealth Management, LLC Portfolio

Follow Cornerstone Wealth Management, 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 Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Wealth Management, LLC with notifications on news.