Cherry Tree Wealth Management
DLS icon

Cherry Tree Wealth Management’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Cherry Tree Wealth Management’s Portfolio DLS Stock Details DLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$226K Sell
2,589
-153
-6% -$13.3K 0.04% 156
2026
Q2 		$230K Hold
2,742
– – 0.04% 155
2026
Q1 		$223K Hold
2,742
– – 0.05% 152
2025
Q4 		$222K Sell
2,742
-50
-2% -$3.95K 0.05% 156
2025
Q3 		$222K Sell
2,792
-397
-12% -$30.9K 0.05% 154
2025
Q2 		$240K Sell
3,189
-23
-0.7% -$1.61K 0.06% 148
2025
Q1 		$212K Sell
3,212
-1,050
-25% -$68.4K 0.05% 154
2024
Q4 		$268K Sell
4,262
-437
-9% -$28.4K 0.07% 142
2024
Q3 		$324K Sell
4,699
-151
-3% -$10K 0.08% 132
2024
Q2 		$308K Hold
4,850
– – 0.08% 129
2024
Q1 		$316K Sell
4,850
-227
-4% -$14.4K 0.08% 125
2023
Q4 		$324K Sell
5,077
-92
-2% -$5.38K 0.09% 115
2023
Q3 		$297K Sell
5,169
-566
-10% -$33.9K 0.09% 115
2023
Q2 		$341K Buy
+5,735
New +$350K 0.1% 107

Other funds holding DLS

BIP Wealth
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Neumann Capital Management
Neumann Capital Management Foster City, California $391M AUM 14.43% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Grove Street Fiduciary
Grove Street Fiduciary Peterborough, New Hampshire $221M AUM 0.74% 1-Year Est. Return
Family Wealth Partners
Family Wealth Partners Matthews, North Carolina $331M AUM 13.01% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
Impact Capital Partners
Impact Capital Partners Greenwood Village, Colorado $365M AUM 22.31% 1-Year Est. Return
Marathon Strategic Advisors
Marathon Strategic Advisors Pittsburgh, Pennsylvania $171M AUM 48.57% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

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

Cherry Tree Wealth Management reduced its WisdomTree International SmallCap Dividend Fund (DLS) stake by 5.6% in Q3 2026, selling an estimated $13.3K and leaving 2,589 shares worth $226K. The position accounts for 0.04% of the portfolio, ranked #156.

Cherry Tree Wealth Management first reported a position in DLS in Q2 2023 and has held it in 14 quarters since. The position peaked at $341K in Q2 2023. 51 funds tracked by Wall St. Rank hold DLS as of Q3 2026.

  • Cherry Tree Wealth Management held 2,589 shares of WisdomTree International SmallCap Dividend Fund worth $226K as of Q3 2026.
  • Cherry Tree Wealth Management sold 153 WisdomTree International SmallCap Dividend Fund shares in Q3 2026, an estimated $13.3K.
  • WisdomTree International SmallCap Dividend Fund made up 0.04% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #156 holding.
  • Cherry Tree Wealth Management first reported a position in WisdomTree International SmallCap Dividend Fund in Q2 2023 and has held it in 14 quarters since.
  • Cherry Tree Wealth Management's WisdomTree International SmallCap Dividend Fund position peaked at $341K in Q2 2023.
  • 51 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q3 2026.

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