Cherry Tree Wealth Management’s WisdomTree True Emerging Markets Fund XC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$30K	Hold	981	–	–	0.01%	326
2026 Q2	$31.1K	Hold	981	–	–	0.01%	329
2026 Q1	$30.6K	Sell	981 -229	-19%	-$7.53K	0.01%	312
2025 Q4	$39.3K	Hold	1,210	–	–	0.01%	289
2025 Q3	$41.9K	Hold	1,210	–	–	0.01%	271
2025 Q2	$41.6K	Hold	1,210	–	–	0.01%	268
2025 Q1	$35.9K	Hold	1,210	–	–	0.01%	283
2024 Q4	$37.2K	Hold	1,210	–	–	0.01%	275
2024 Q3	$39.9K	Hold	1,210	–	–	0.01%	273
2024 Q2	$38.8K	Hold	1,210	–	–	0.01%	274
2024 Q1	$37.1K	Buy	+1,210	New	+$35.8K	0.01%	273

Other funds holding XC

Sterling Manor Financial Saratoga Springs, New York $173M AUM

tru Independence Portland, Oregon $234M AUM 14.15% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

SMI Advisory Services Columbus, Indiana $627M AUM 20.68% 1-Year Est. Return

Balance Wealth Delaware, Ohio $417M AUM 14.07% 1-Year Est. Return

James T. Borello East Dundee, Illinois $482M AUM 14.29% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Cherry Tree Wealth Management held its WisdomTree True Emerging Markets Fund (XC) position steady in Q3 2026 at 981 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #326.

Cherry Tree Wealth Management first reported a position in XC in Q1 2024 and has held it in 11 quarters since. The position peaked at $41.9K in Q3 2025. 11 funds tracked by Wall St. Rank hold XC as of Q3 2026.

Cherry Tree Wealth Management held 981 shares of WisdomTree True Emerging Markets Fund worth $30K as of Q3 2026.
Cherry Tree Wealth Management left its WisdomTree True Emerging Markets Fund share count unchanged in Q3 2026.
WisdomTree True Emerging Markets Fund made up 0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #326 holding.
Cherry Tree Wealth Management first reported a position in WisdomTree True Emerging Markets Fund in Q1 2024 and has held it in 11 quarters since.
Cherry Tree Wealth Management's WisdomTree True Emerging Markets Fund position peaked at $41.9K in Q3 2025.
11 funds tracked by Wall St. Rank held WisdomTree True Emerging Markets Fund as of Q3 2026.

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