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 Q1	$162K	Buy	3,667 +492	+15%	+$22.3K	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

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

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

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

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

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

SWM

SK Wealth Management Providence, Rhode Island $444M AUM 18.54% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Cherry Tree Wealth Management's DDWM Position: Q1 2026 in Review

Cherry Tree Wealth Management increased its WisdomTree Dynamic International Equity Fund (DDWM) stake by 15% in Q1 2026, buying an estimated $22.3K and bringing the position to 3,667 shares worth $162K. 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 7 quarters since. 145 funds tracked by Wall St. Rank hold DDWM as of Q1 2026.

Cherry Tree Wealth Management held 3,667 shares of WisdomTree Dynamic International Equity Fund worth $162K as of Q1 2026.
Cherry Tree Wealth Management bought 492 WisdomTree Dynamic International Equity Fund shares in Q1 2026, an estimated $22.3K.
WisdomTree Dynamic International Equity Fund made up 0.03% of Cherry Tree Wealth Management's portfolio in Q1 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 7 quarters since.
145 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.