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
2026 Q1	$1.8M	Sell	16,504 -606	-4%	-$65.9K	0.38%	54
2025 Q4	$1.74M	Sell	17,110 -47	-0.3%	-$4.74K	0.37%	54
2025 Q3	$1.73M	Sell	17,157 -100	-0.6%	-$9.93K	0.38%	52
2025 Q2	$1.66M	Sell	17,257 -41	-0.2%	-$3.85K	0.39%	52
2025 Q1	$1.72M	Sell	17,298 -283	-2%	-$27.4K	0.41%	50
2024 Q4	$1.64M	Sell	17,581 -333	-2%	-$32K	0.41%	50
2024 Q3	$1.68M	Sell	17,914 -52	-0.3%	-$4.69K	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%	-$125K	0.43%	50
2023 Q4	$1.73M	Sell	21,044 -1,344	-6%	-$105K	0.46%	45
2023 Q3	$1.75M	Sell	22,388 -804	-3%	-$64.8K	0.51%	37
2023 Q2	$1.85M	Buy	+23,192	New	+$1.86M	0.54%	36

Other funds holding DHS

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MLA

MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Cherry Tree Wealth Management reduced its WisdomTree US High Dividend Fund (DHS) stake by 3.5% in Q1 2026, selling an estimated $65.9K and leaving 16,504 shares worth $1.8M. The position accounts for 0.38% of the portfolio, ranked #54.

Cherry Tree Wealth Management first reported a position in DHS in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.85M in Q2 2023. 250 funds tracked by Wall St. Rank hold DHS as of Q1 2026.

Cherry Tree Wealth Management held 16,504 shares of WisdomTree US High Dividend Fund worth $1.8M as of Q1 2026.
Cherry Tree Wealth Management sold 606 WisdomTree US High Dividend Fund shares in Q1 2026, an estimated $65.9K.
WisdomTree US High Dividend Fund made up 0.38% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #54 holding.
Cherry Tree Wealth Management first reported a position in WisdomTree US High Dividend Fund in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's WisdomTree US High Dividend Fund position peaked at $1.85M in Q2 2023.
250 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2026.

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