Cornerstone Planning Group
DES icon

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
Q3 		– Sell
-268
Closed -$11K – 545
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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Del-Sette Capital Management
Del-Sette Capital Management Schenectady, New York $172M AUM 22.05% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Melone Private Wealth
Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return
Lee-Kelleher Wealth Management
Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return
Stonebridge Wealth Management
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM

Cornerstone Planning Group's DES Position: Q3 2026 in Review

Cornerstone Planning Group sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q3 2026, closing a stake of 268 shares — an estimated $11K sold.

Cornerstone Planning Group first reported a position in DES in Q4 2022 and held it in 14 quarters. The position peaked at $383K in Q4 2022. 99 funds tracked by Wall St. Rank hold DES as of Q3 2026.

  • Cornerstone Planning Group reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 268 WisdomTree US SmallCap Dividend Fund shares in Q3 2026, an estimated $11K.
  • Cornerstone Planning Group first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's WisdomTree US SmallCap Dividend Fund position peaked at $383K in Q4 2022.
  • 99 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.