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

Cornerstone Planning Group LLC

$407 Billion
Q4 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 567 shares of DES stock, worth $19,527. This represents 0.0% of its overall portfolio holdings.

Number of Shares

567

Previous 562 0.89%

Holding current value

$19,527

Previous $19.3 Million 2.81%

% of portfolio

0.0%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

352

Shares Held

30M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S. SMALLCAP DI

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