Cornerstone Planning Group’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Cornerstone Planning Group’s Portfolio DES Stock Details DES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11K	Hold	268	–	–	﹤0.01%	866
2026 Q1	$10.3K	Sell	268 -136	-34%	-$4.9K	﹤0.01%	882
2025 Q4	$14.2K	Buy	404 +365	+936%	+$12.2K	﹤0.01%	689
2025 Q3	$3.45K	Sell	39 -460	-92%	-$15.3K	﹤0.01%	1040
2025 Q2	$15.9K	Buy	499 +4	+0.8%	+$123	﹤0.01%	463
2025 Q1	$14.8K	Sell	495 -72	-13%	-$2.42K	﹤0.01%	469
2024 Q4	$19.8K	Buy	567 +5	+0.9%	+$177	﹤0.01%	312
2024 Q3	$19.3K	Buy	562 +3	+0.5%	+$100	0.01%	302
2024 Q2	$17.8K	Sell	559 -37	-6%	-$1.16K	0.01%	335
2024 Q1	$18.8K	Sell	596 -1,001	-63%	-$31.3K	0.01%	303
2023 Q4	$51.4K	Sell	1,597 -3,871	-71%	-$112K	0.02%	181
2023 Q3	$154K	Sell	5,468 -7,306	-57%	-$214K	0.06%	89
2023 Q2	$368K	Buy	+12,774	New	+$356K	0.15%	62
2022 Q4	$383K	Buy	+12,908	New	+$371K	0.16%	71

Other funds holding DES

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cornerstone Planning Group's DES Position: Q2 2026 in Review

Cornerstone Planning Group held its WisdomTree US SmallCap Dividend Fund (DES) position steady in Q2 2026 at 268 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #866.

Cornerstone Planning Group first reported a position in DES in Q4 2022 and has held it in 14 quarters since. The position peaked at $383K in Q4 2022. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Cornerstone Planning Group held 268 shares of WisdomTree US SmallCap Dividend Fund worth $11K as of Q2 2026.
Cornerstone Planning Group left its WisdomTree US SmallCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #866 holding.
Cornerstone Planning Group first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's WisdomTree US SmallCap Dividend Fund position peaked at $383K in Q4 2022.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.