Cherry Tree Wealth Management
DES icon

Cherry Tree Wealth Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Cherry Tree Wealth Management’s Portfolio DES Stock Details DES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$359K Sell
9,462
-367
-4% -$14.8K 0.07% 123
2026
Q2 		$400K Hold
9,829
– – 0.08% 117
2026
Q1 		$353K Hold
9,829
– – 0.07% 115
2025
Q4 		$329K Sell
9,829
-550
-5% -$18.4K 0.07% 123
2025
Q3 		$350K Hold
10,379
– – 0.08% 117
2025
Q2 		$330K Hold
10,379
– – 0.08% 118
2025
Q1 		$332K Sell
10,379
-197
-2% -$6.63K 0.08% 122
2024
Q4 		$363K Hold
10,576
– – 0.09% 117
2024
Q3 		$365K Hold
10,576
– – 0.09% 118
2024
Q2 		$329K Sell
10,576
-1,584
-13% -$49.8K 0.08% 121
2024
Q1 		$397K Sell
12,160
-2,381
-16% -$74.5K 0.1% 105
2023
Q4 		$468K Sell
14,541
-2,451
-14% -$71.2K 0.13% 90
2023
Q3 		$479K Sell
16,992
-971
-5% -$28.5K 0.14% 84
2023
Q2 		$517K Buy
+17,963
New +$501K 0.15% 82

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Lee-Kelleher Wealth Management
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Stonebridge Wealth Management
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Advisornet Financial
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Wealthcare Advisory Partners
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Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM

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

Cherry Tree Wealth Management reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 3.7% in Q3 2026, selling an estimated $14.8K and leaving 9,462 shares worth $359K. The position accounts for 0.07% of the portfolio, ranked #123.

Cherry Tree Wealth Management first reported a position in DES in Q2 2023 and has held it in 14 quarters since. The position peaked at $517K in Q2 2023. 99 funds tracked by Wall St. Rank hold DES as of Q3 2026.

  • Cherry Tree Wealth Management held 9,462 shares of WisdomTree US SmallCap Dividend Fund worth $359K as of Q3 2026.
  • Cherry Tree Wealth Management sold 367 WisdomTree US SmallCap Dividend Fund shares in Q3 2026, an estimated $14.8K.
  • WisdomTree US SmallCap Dividend Fund made up 0.07% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #123 holding.
  • Cherry Tree Wealth Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2023 and has held it in 14 quarters since.
  • Cherry Tree Wealth Management's WisdomTree US SmallCap Dividend Fund position peaked at $517K in Q2 2023.
  • 99 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2026.

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