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
2025 Q2	$240K	Sell
2025 Q1	$212K	Sell
2024 Q4	$268K	Sell
2024 Q3	$324K	Sell
2024 Q2	$308K	Hold
2024 Q1	$316K	Sell
2023 Q4	$324K	Sell
2023 Q3	$297K	Sell
2023 Q2	$341K	Buy