Cornerstone Financial Group, LLC /NE/ DTD — WISDOMTREE TR

Ownership history in Cornerstone Financial Group, LLC /NE/  ·  6 quarters on record

AI Ownership Summary

Cornerstone Financial Group, LLC /NE/ reported WISDOMTREE TR (DTD) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.58% in 2024 Q4. The latest visible filing shows DTD at 0.46% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DTD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cornerstone Financial Group, LLC /NE/'s position in WISDOMTREE TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DTD was reported at 0.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.58% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DTD stock page Cornerstone Financial Group, LLC /NE/ fund profile Cornerstone Financial Group, LLC /NE/ full holdings
How Cornerstone Financial Group, LLC /NE/ held DTD — position size vs. price
% of Fund (quarterly)    DTD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 7,800 — 0% 0.46% $710K 2026-05-06 $91.55
2025 Q4 UNCHANGED — — — 7,800 — 0% 0.46% $662K 2026-02-11 $90.20
2025 Q3 UNCHANGED — — — 7,800 — 0% 0.51% $655K 2025-11-12 $83.90
2025 Q2 UNCHANGED — — — 7,800 — 0% 0.53% $620K 2025-08-15 $80.68
2025 Q1 UNCHANGED — — — 7,800 — 0% 0.54% $599K 2025-05-13 $75.09
2024 Q4 INITIATED — — — 7,800 — — 0.58% $592K 2025-02-14 $77.22

🏢 Other funds also holding DTD

As of 2026 Q1 — sorted by position size

626 Financial, LLC 3Y 11.35% Pinnacle Financial Group, LLC / IL 3Y 5.8% FFG RETIREMENT ADVISORS LLC 3.03% Melone Private Wealth, LLC 3Y 2.96% Envision Financial LLC 2.59% Avant Capital LLC 3Y 1.88% Vertex Planning Partners, LLC 3Y 1.68% Connecticut Wealth Management, LLC 3Y 7Y 0.97% LCNB CORP 3Y 7Y 0.97% Retirement Planning Group, LLC 3Y 7Y 0.63%

FAQ About Cornerstone Financial Group, LLC /NE/ and DTD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cornerstone Financial Group, LLC /NE/ reported owning DTD?

Cornerstone Financial Group, LLC /NE/ reported DTD across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported DTD position in Cornerstone Financial Group, LLC /NE/'s portfolio?

The largest reported portfolio weight for DTD was 0.58% in 2024 Q4.

What is the latest reported DTD position on this page?

The most recent filing on this page is 2026 Q1, when Cornerstone Financial Group, LLC /NE/ reported 7,800 shares, equal to 0.46% of portfolio, with an estimated market value of $710K.

What does the chart on this DTD ownership page compare?

The chart compares Cornerstone Financial Group, LLC /NE/'s quarterly DTD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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