DEM — WISDOMTREE TRUST EMER MKT HIGH FD ETF

Ownership history in Cornerstone Planning Group LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which Cornerstone Planning Group LLC reported a position in WISDOMTREE TRUST EMER MKT HIGH FD ETF (DEM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2022 Q4)
Avg. % of fund
0.01%
First filed
2022 Q4
Last filed
2025 Q3
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 1,026 +954 +1325.0% 0.01% $52K $45.52
2025 Q2 ADDED 72 +1 +1.4% 0.00% $3K $44.06
2025 Q1 REDUCED 71 -268 -79.1% 0.00% $3K $40.42
2024 Q4 ADDED 339 +1 +0.3% 0.00% $14K $38.51
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DEM price (monthly, adj. close)

Other funds also holding DEM

As of 2025 Q4 — sorted by position size

Private Wealth Advisors, LLC 3Y 3.56% Avos Capital Management, LLC 3.01% Endowment Wealth Management, Inc. 3Y 1.45% Kestra Investment Management, LLC 1.38% Canandaigua National Trust Co of Florida 1.12% Portland Financial Advisors Inc 1.06% CANANDAIGUA NATIONAL BANK & TRUST CO 3Y 7Y 1.05% VIEWPOINT INVESTMENT PARTNERS CORP 3Y 7Y 1.01% Sincerus Advisory, LLC 0.99% Old Port Advisors 3Y 7Y 0.84%
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