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

Other funds holding DES

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cherry Tree Wealth Management's DES Position: Q1 2026 in Review

Cherry Tree Wealth Management held its WisdomTree US SmallCap Dividend Fund (DES) position steady in Q1 2026 at 9,829 shares worth $353K. The position accounts for 0.07% of the portfolio, ranked #115.

Cherry Tree Wealth Management first reported a position in DES in Q2 2023 and has held it in 12 quarters since. The position peaked at $517K in Q2 2023. 352 funds tracked by Wall St. Rank hold DES as of Q1 2026.

Cherry Tree Wealth Management held 9,829 shares of WisdomTree US SmallCap Dividend Fund worth $353K as of Q1 2026.
Cherry Tree Wealth Management left its WisdomTree US SmallCap Dividend Fund share count unchanged in Q1 2026.
WisdomTree US SmallCap Dividend Fund made up 0.07% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #115 holding.
Cherry Tree Wealth Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's WisdomTree US SmallCap Dividend Fund position peaked at $517K in Q2 2023.
352 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.