CTWM
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
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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