CTWM
Cherry Tree Wealth Management’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Sell |
3,189
-23
| -0.7% | -$1.73K | 0.06% | 148 |
|
|
2025
Q1 | $212K | Sell |
3,212
-1,050
| -25% | -$69.3K | 0.05% | 154 |
|
|
2024
Q4 | $268K | Sell |
4,262
-437
| -9% | -$27.5K | 0.07% | 142 |
|
|
2024
Q3 | $324K | Sell |
4,699
-151
| -3% | -$10.4K | 0.08% | 132 |
|
|
2024
Q2 | $308K | Hold |
4,850
| – | – | 0.08% | 129 |
|
|
2024
Q1 | $316K | Sell |
4,850
-227
| -4% | -$14.8K | 0.08% | 125 |
|
|
2023
Q4 | $324K | Sell |
5,077
-92
| -2% | -$5.87K | 0.09% | 115 |
|
|
2023
Q3 | $297K | Sell |
5,169
-566
| -10% | -$32.5K | 0.09% | 115 |
|
|
2023
Q2 | $341K | Buy |
+5,735
| New | +$341K | 0.1% | 107 |
|