Cherry Tree Wealth Management’s WisdomTree US High Dividend Fund DHS Stock Holding History

Cherry Tree Wealth Management’s Portfolio DHS Stock Details DHS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.66M	Sell
2025 Q1	$1.72M	Sell
2024 Q4	$1.64M	Sell
2024 Q3	$1.68M	Sell
2024 Q2	$1.52M	Sell
2024 Q1	$1.69M	Sell
2023 Q4	$1.73M	Sell
2023 Q3	$1.75M	Sell
2023 Q2	$1.85M	Buy