Cornerstone Planning Group LLC Wisdomtree Tr U.S Largecap Div Transaction History

Cornerstone Planning Group LLC

  • $624 Billion
  • Q3 2025

A detailed history of Cornerstone Planning Group LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 502 shares of DLN stock, worth $43,749. This represents 0.0% of its overall portfolio holdings.

Number of Shares
502
Previous 297 69.02%
Holding current value
$43,749
Previous $24.7 Million 33.88%
% of portfolio
0.0%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
$82.42 - $87.03 $16,896 - $17,841
205 Added 69.02%
502 $16.4 Million
Q1 2025

Apr 30, 2025
BUY
$76.77 - $82.22 $22,800 - $24,419
297 New
297 $22.4 Million
Q4 2023

Feb 12, 2024
SELL
$58.89 - $66.53 $53,472 - $60,409
-908 Reduced 66.81%
451 $29.9 Million
Q3 2023

Nov 08, 2023
SELL
$61.47 - $65.66 $324,192 - $346,290
-5,274 Reduced 79.51%
1,359 $83.6 Million
Q4 2022

Feb 14, 2023
BUY
$55.78 - $64.63 $369,988 - $428,690
6,633 New
6,633 $410 Million

Others Institutions Holding DLN

# of Institutions
480
Shares Held
43.6M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S LARGECAP DIV

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