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 Q3	$47.9K	Hold	644	–	–	0.01%	286
2026 Q2	$47.9K	Sell	644 -70	-10%	-$5.12K	0.01%	284
2026 Q1	$48.5K	Hold	714	–	–	0.01%	272
2025 Q4	$47K	Hold	714	–	–	0.01%	273
2025 Q3	$44.4K	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	+$60.8K	0.02%	217

Other funds holding DOL

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Powers Advisory Group Highland, Illinois $330M AUM 11.85% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Herold Advisors New York $512M AUM 21.14% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return

Meridian Financial Partners Warrenton, Virginia $306M AUM 22.08% 1-Year Est. Return

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

Cherry Tree Wealth Management held its WisdomTree True Developed International Fund (DOL) position steady in Q3 2026 at 644 shares worth $47.9K. The position accounts for 0.01% of the portfolio, ranked #286.

Cherry Tree Wealth Management first reported a position in DOL in Q2 2023 and has held it in 14 quarters since. The position peaked at $60.4K in Q2 2023. 30 funds tracked by Wall St. Rank hold DOL as of Q3 2026.

Cherry Tree Wealth Management held 644 shares of WisdomTree True Developed International Fund worth $47.9K as of Q3 2026.
Cherry Tree Wealth Management left its WisdomTree True Developed International Fund share count unchanged in Q3 2026.
WisdomTree True Developed International Fund made up 0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #286 holding.
Cherry Tree Wealth Management first reported a position in WisdomTree True Developed International Fund in Q2 2023 and has held it in 14 quarters since.
Cherry Tree Wealth Management's WisdomTree True Developed International Fund position peaked at $60.4K in Q2 2023.
30 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q3 2026.

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