Cherry Tree Wealth Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Hold |
10,379
| – | – | 0.08% | 118 |
|
|
2025
Q1 | $332K | Sell |
10,379
-197
| -2% | -$6.3K | 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% | -$49.3K | 0.08% | 121 |
|
|
2024
Q1 | $397K | Sell |
12,160
-2,381
| -16% | -$77.8K | 0.1% | 105 |
|
|
2023
Q4 | $468K | Sell |
14,541
-2,451
| -14% | -$78.8K | 0.13% | 90 |
|
|
2023
Q3 | $479K | Sell |
16,992
-971
| -5% | -$27.4K | 0.14% | 84 |
|
|
2023
Q2 | $517K | Buy |
+17,963
| New | +$517K | 0.15% | 82 |
|