Cherry Tree Wealth Management
DFE icon

Cherry Tree Wealth Management’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Cherry Tree Wealth Management’s Portfolio DFE Stock Details DFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$13.1K Hold
176
– – ﹤0.01% 405
2026
Q2 		$12.7K Hold
176
– – ﹤0.01% 417
2026
Q1 		$12.6K Hold
176
– – ﹤0.01% 388
2025
Q4 		$12.6K Buy
+176
New +$12.3K ﹤0.01% 395

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CX Institutional
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TD Waterhouse Canada
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Harbor Investment Advisory
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Cherry Tree Wealth Management's DFE Position: Q3 2026 in Review

Cherry Tree Wealth Management held its WisdomTree Europe SmallCap Dividend Fund (DFE) position steady in Q3 2026 at 176 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #405.

Cherry Tree Wealth Management first reported a position in DFE in Q4 2025 and has held it in 4 quarters since. 10 funds tracked by Wall St. Rank hold DFE as of Q3 2026.

  • Cherry Tree Wealth Management held 176 shares of WisdomTree Europe SmallCap Dividend Fund worth $13.1K as of Q3 2026.
  • Cherry Tree Wealth Management left its WisdomTree Europe SmallCap Dividend Fund share count unchanged in Q3 2026.
  • WisdomTree Europe SmallCap Dividend Fund made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #405 holding.
  • Cherry Tree Wealth Management first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2025 and has held it in 4 quarters since.
  • 10 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q3 2026.

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