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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SK Wealth Management Providence, Rhode Island $360M AUM 14.81% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return