Cherry Tree Wealth Management’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Cherry Tree Wealth Management’s Portfolio DDWM Stock Details DDWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$181K	Hold	3,957	–	–	0.03%	173
2026 Q2	$183K	Buy	3,957 +290	+8%	+$13.3K	0.03%	176
2026 Q1	$162K	Buy	3,667 +492	+15%	+$22.2K	0.03%	173
2025 Q4	$138K	Hold	3,175	–	–	0.03%	194
2025 Q3	$133K	Buy	3,175 +113	+4%	+$4.62K	0.03%	196
2025 Q2	$121K	Buy	3,062 +1,296	+73%	+$49.4K	0.03%	198
2025 Q1	$65K	Buy	1,766 +970	+122%	+$35.1K	0.02%	240
2024 Q4	$27.4K	Buy	796 +350	+78%	+$12.2K	0.01%	301
2024 Q3	$16K	Buy	+446	New	+$15.6K	﹤0.01%	367

Other funds holding DDWM

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Impact Capital Partners Greenwood Village, Colorado $365M AUM 22.31% 1-Year Est. Return

Burns Matteson Capital Management Corning, New York $289M AUM 39.67% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Vericrest Private Wealth Newtown, Pennsylvania $112M AUM 11.37% 1-Year Est. Return

Columbia Advisory Partners Spokane, Washington $181M AUM 18.7% 1-Year Est. Return

Cherry Tree Wealth Management's DDWM Position: Q3 2026 in Review

Cherry Tree Wealth Management held its WisdomTree Dynamic International Equity Fund (DDWM) position steady in Q3 2026 at 3,957 shares worth $181K. The position accounts for 0.03% of the portfolio, ranked #173.

Cherry Tree Wealth Management first reported a position in DDWM in Q3 2024 and has held it in 9 quarters since. The position peaked at $183K in Q2 2026. 41 funds tracked by Wall St. Rank hold DDWM as of Q3 2026.

Cherry Tree Wealth Management held 3,957 shares of WisdomTree Dynamic International Equity Fund worth $181K as of Q3 2026.
Cherry Tree Wealth Management left its WisdomTree Dynamic International Equity Fund share count unchanged in Q3 2026.
WisdomTree Dynamic International Equity Fund made up 0.03% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #173 holding.
Cherry Tree Wealth Management first reported a position in WisdomTree Dynamic International Equity Fund in Q3 2024 and has held it in 9 quarters since.
Cherry Tree Wealth Management's WisdomTree Dynamic International Equity Fund position peaked at $183K in Q2 2026.
41 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.