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 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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AFG

Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

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

Cherry Tree Wealth Management held its WisdomTree International SmallCap Dividend Fund (DLS) position steady in Q1 2026 at 2,742 shares worth $223K. The position accounts for 0.05% of the portfolio, ranked #152.

Cherry Tree Wealth Management first reported a position in DLS in Q2 2023 and has held it in 12 quarters since. The position peaked at $341K in Q2 2023. 204 funds tracked by Wall St. Rank hold DLS as of Q1 2026.

Cherry Tree Wealth Management held 2,742 shares of WisdomTree International SmallCap Dividend Fund worth $223K as of Q1 2026.
Cherry Tree Wealth Management left its WisdomTree International SmallCap Dividend Fund share count unchanged in Q1 2026.
WisdomTree International SmallCap Dividend Fund made up 0.05% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #152 holding.
Cherry Tree Wealth Management first reported a position in WisdomTree International SmallCap Dividend Fund in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's WisdomTree International SmallCap Dividend Fund position peaked at $341K in Q2 2023.
204 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q1 2026.

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