CTWM
Cherry Tree Wealth Management’s WisdomTree US High Dividend Fund DHS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Sell |
17,257
-41
| -0.2% | -$3.94K | 0.39% | 52 |
|
|
2025
Q1 | $1.72M | Sell |
17,298
-283
| -2% | -$28.1K | 0.41% | 50 |
|
|
2024
Q4 | $1.64M | Sell |
17,581
-333
| -2% | -$31.1K | 0.41% | 50 |
|
|
2024
Q3 | $1.68M | Sell |
17,914
-52
| -0.3% | -$4.88K | 0.4% | 50 |
|
|
2024
Q2 | $1.52M | Sell |
17,966
-1,562
| -8% | -$132K | 0.38% | 51 |
|
|
2024
Q1 | $1.69M | Sell |
19,528
-1,516
| -7% | -$131K | 0.43% | 50 |
|
|
2023
Q4 | $1.73M | Sell |
21,044
-1,344
| -6% | -$110K | 0.46% | 45 |
|
|
2023
Q3 | $1.75M | Sell |
22,388
-804
| -3% | -$62.8K | 0.51% | 37 |
|
|
2023
Q2 | $1.85M | Buy |
+23,192
| New | +$1.85M | 0.54% | 36 |
|