Cherry Tree Wealth Management’s WisdomTree US Value Fund WTV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$80.7K	Buy	788 +112	+17%	+$11.9K	0.02%	241
2026 Q2	$68.8K	Buy	676 +73	+12%	+$7.29K	0.01%	256
2026 Q1	$57.1K	Buy	603 +351	+139%	+$34K	0.01%	255
2025 Q4	$23.5K	Hold	252	–	–	0.01%	336
2025 Q3	$22.9K	Hold	252	–	–	0.01%	324
2025 Q2	$21.8K	Buy	+252	New	+$20.6K	0.01%	335

Other funds holding WTV

First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TCOT

Trust Company of Toledo Holland, Ohio $1.25B AUM 28.18% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

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

Cherry Tree Wealth Management increased its WisdomTree US Value Fund (WTV) stake by 17% in Q3 2026, buying an estimated $11.9K and bringing the position to 788 shares worth $80.7K. The position accounts for 0.02% of the portfolio, ranked #241.

Cherry Tree Wealth Management first reported a position in WTV in Q2 2025 and has held it in 6 quarters since. 71 funds tracked by Wall St. Rank hold WTV as of Q3 2026.

Cherry Tree Wealth Management held 788 shares of WisdomTree US Value Fund worth $80.7K as of Q3 2026.
Cherry Tree Wealth Management bought 112 WisdomTree US Value Fund shares in Q3 2026, an estimated $11.9K.
WisdomTree US Value Fund made up 0.02% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #241 holding.
Cherry Tree Wealth Management first reported a position in WisdomTree US Value Fund in Q2 2025 and has held it in 6 quarters since.
71 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q3 2026.

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