Cherry Tree Wealth Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$53.7K	Hold	971	–	–	0.01%	275
2026 Q2	$52.2K	Hold	971	–	–	0.01%	273
2026 Q1	$48.2K	Sell	971 -48	-5%	-$2.38K	0.01%	273
2025 Q4	$47.6K	Hold	1,019	–	–	0.01%	270
2025 Q3	$46.8K	Hold	1,019	–	–	0.01%	263
2025 Q2	$46.1K	Hold	1,019	–	–	0.01%	263
2025 Q1	$42.9K	Hold	1,019	–	–	0.01%	269
2024 Q4	$41.2K	Hold	1,019	–	–	0.01%	267
2024 Q3	$44.8K	Hold	1,019	–	–	0.01%	267
2024 Q2	$44.1K	Hold	1,019	–	–	0.01%	256
2024 Q1	$42.6K	Hold	1,019	–	–	0.01%	260
2023 Q4	$41.4K	Sell	1,019 -202	-17%	-$7.73K	0.01%	251
2023 Q3	$45.7K	Hold	1,221	–	–	0.01%	235
2023 Q2	$46.7K	Buy	+1,221	New	+$46.9K	0.01%	233

Other funds holding DEM

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Freedom Day Solutions Houston, Texas $455M AUM 16.82% 1-Year Est. Return

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return

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

Cherry Tree Wealth Management held its WisdomTree Emerging Markets High Dividend Fund (DEM) position steady in Q3 2026 at 971 shares worth $53.7K. The position accounts for 0.01% of the portfolio, ranked #275.

Cherry Tree Wealth Management first reported a position in DEM in Q2 2023 and has held it in 14 quarters since. 136 funds tracked by Wall St. Rank hold DEM as of Q3 2026.

Cherry Tree Wealth Management held 971 shares of WisdomTree Emerging Markets High Dividend Fund worth $53.7K as of Q3 2026.
Cherry Tree Wealth Management left its WisdomTree Emerging Markets High Dividend Fund share count unchanged in Q3 2026.
WisdomTree Emerging Markets High Dividend Fund made up 0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #275 holding.
Cherry Tree Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2023 and has held it in 14 quarters since.
136 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2026.

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