Cherry Tree Wealth Management’s WisdomTree Battery Value Chain and Innovation Fund WBAT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-286	Closed	-$7.46K	–	761
2025 Q1	$7.46K	Hold	286	–	–	﹤0.01%	476
2024 Q4	$7.58K	Hold	286	–	–	﹤0.01%	444
2024 Q3	$7.81K	Hold	286	–	–	﹤0.01%	445
2024 Q2	$7.5K	Hold	286	–	–	﹤0.01%	428
2024 Q1	$8.18K	Hold	286	–	–	﹤0.01%	398
2023 Q4	$8.69K	Hold	286	–	–	﹤0.01%	370
2023 Q3	$8.36K	Hold	286	–	–	﹤0.01%	353
2023 Q2	$9.96K	Buy	+286	New	+$9.77K	﹤0.01%	336

Cherry Tree Wealth Management's WBAT Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of WisdomTree Battery Value Chain and Innovation Fund (WBAT) in Q2 2025, closing a stake of 286 shares — an estimated $7.46K sold.

Cherry Tree Wealth Management first reported a position in WBAT in Q2 2023 and held it in 8 quarters. The position peaked at $9.96K in Q2 2023. 0 funds tracked by Wall St. Rank hold WBAT as of Q2 2025.

Cherry Tree Wealth Management reported no remaining WisdomTree Battery Value Chain and Innovation Fund position as of Q2 2025 after selling out during the quarter.
Cherry Tree Wealth Management sold 286 WisdomTree Battery Value Chain and Innovation Fund shares in Q2 2025, an estimated $7.46K.
Cherry Tree Wealth Management first reported a position in WisdomTree Battery Value Chain and Innovation Fund in Q2 2023 and held it in 8 quarters.
Cherry Tree Wealth Management's WisdomTree Battery Value Chain and Innovation Fund position peaked at $9.96K in Q2 2023.
0 funds tracked by Wall St. Rank held WisdomTree Battery Value Chain and Innovation Fund as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.