Cherry Tree Wealth Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$283K	Sell	2,907 -326	-10%	-$32.4K	0.05%	136
2026 Q2	$311K	Hold	3,233	–	–	0.06%	127
2026 Q1	$289K	Sell	3,233 -161	-5%	-$14.6K	0.06%	133
2025 Q4	$299K	Hold	3,394	–	–	0.06%	134
2025 Q3	$295K	Hold	3,394	–	–	0.06%	130
2025 Q2	$279K	Hold	3,394	–	–	0.06%	138
2025 Q1	$269K	Hold	3,394	–	–	0.07%	136
2024 Q4	$264K	Hold	3,394	–	–	0.07%	144
2024 Q3	$267K	Hold	3,394	–	–	0.06%	146
2024 Q2	$247K	Hold	3,394	–	–	0.06%	148
2024 Q1	$245K	Hold	3,394	–	–	0.06%	149
2023 Q4	$225K	Hold	3,394	–	–	0.06%	145
2023 Q3	$209K	Sell	3,394 -362	-10%	-$23.1K	0.06%	138
2023 Q2	$239K	Buy	+3,756	New	+$233K	0.07%	130

Other funds holding DLN

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return

Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return

FIDELIS iM Medford, Oregon $302M AUM 9.5% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $959M AUM 16.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Cherry Tree Wealth Management's DLN Position: Q3 2026 in Review

Cherry Tree Wealth Management reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 10% in Q3 2026, selling an estimated $32.4K and leaving 2,907 shares worth $283K. The position accounts for 0.05% of the portfolio, ranked #136.

Cherry Tree Wealth Management first reported a position in DLN in Q2 2023 and has held it in 14 quarters since. The position peaked at $311K in Q2 2026. 151 funds tracked by Wall St. Rank hold DLN as of Q3 2026.

Cherry Tree Wealth Management held 2,907 shares of WisdomTree US LargeCap Dividend Fund worth $283K as of Q3 2026.
Cherry Tree Wealth Management sold 326 WisdomTree US LargeCap Dividend Fund shares in Q3 2026, an estimated $32.4K.
WisdomTree US LargeCap Dividend Fund made up 0.05% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #136 holding.
Cherry Tree Wealth Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2023 and has held it in 14 quarters since.
Cherry Tree Wealth Management's WisdomTree US LargeCap Dividend Fund position peaked at $311K in Q2 2026.
151 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2026.

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