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
2025 Q2	$330K	Hold
2025 Q1	$332K	Sell
2024 Q4	$363K	Hold
2024 Q3	$365K	Hold
2024 Q2	$329K	Sell
2024 Q1	$397K	Sell
2023 Q4	$468K	Sell
2023 Q3	$479K	Sell
2023 Q2	$517K	Buy