Cherry Tree Wealth Management’s WisdomTree True Developed International Fund DOL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$48.5K	Hold	714	–	–	0.01%	272
2025 Q4	$47K	Hold	714	–	–	0.01%	273
2025 Q3	$44.5K	Hold	714	–	–	0.01%	266
2025 Q2	$42.5K	Sell	714 -156	-18%	-$8.97K	0.01%	267
2025 Q1	$47.9K	Sell	870 -11	-1%	-$585	0.01%	259
2024 Q4	$43.6K	Hold	881	–	–	0.01%	263
2024 Q3	$47.5K	Hold	881	–	–	0.01%	262
2024 Q2	$44.7K	Hold	881	–	–	0.01%	255
2024 Q1	$45.6K	Sell	881 -184	-17%	-$9.16K	0.01%	253
2023 Q4	$52.5K	Sell	1,065 -216	-17%	-$10.1K	0.01%	237
2023 Q3	$58.4K	Hold	1,281	–	–	0.02%	221
2023 Q2	$60.4K	Buy	+1,281	New	+$60.9K	0.02%	217

Other funds holding DOL

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

CFP

Cascade Financial Partners San Diego, California $1.15B AUM 33.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Cherry Tree Wealth Management held its WisdomTree True Developed International Fund (DOL) position steady in Q1 2026 at 714 shares worth $48.5K. The position accounts for 0.01% of the portfolio, ranked #272.

Cherry Tree Wealth Management first reported a position in DOL in Q2 2023 and has held it in 12 quarters since. The position peaked at $60.4K in Q2 2023. 109 funds tracked by Wall St. Rank hold DOL as of Q1 2026.

Cherry Tree Wealth Management held 714 shares of WisdomTree True Developed International Fund worth $48.5K as of Q1 2026.
Cherry Tree Wealth Management left its WisdomTree True Developed International Fund share count unchanged in Q1 2026.
WisdomTree True Developed International Fund made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #272 holding.
Cherry Tree Wealth Management first reported a position in WisdomTree True Developed International Fund in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's WisdomTree True Developed International Fund position peaked at $60.4K in Q2 2023.
109 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q1 2026.

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