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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oarsman Capital Milwaukee, Wisconsin $806M AUM 19.96% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

SMF

Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return

tru Independence Portland, Oregon $202M AUM 15.81% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

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

Cherry Tree Wealth Management reduced its WisdomTree True Emerging Markets Fund (XC) stake by 19% in Q1 2026, selling an estimated $7.53K and leaving 981 shares worth $30.6K. The position accounts for 0.01% of the portfolio, ranked #312.

Cherry Tree Wealth Management first reported a position in XC in Q1 2024 and has held it in 9 quarters since. The position peaked at $41.9K in Q3 2025. 34 funds tracked by Wall St. Rank hold XC as of Q1 2026.

Cherry Tree Wealth Management held 981 shares of WisdomTree True Emerging Markets Fund worth $30.6K as of Q1 2026.
Cherry Tree Wealth Management sold 229 WisdomTree True Emerging Markets Fund shares in Q1 2026, an estimated $7.53K.
WisdomTree True Emerging Markets Fund made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #312 holding.
Cherry Tree Wealth Management first reported a position in WisdomTree True Emerging Markets Fund in Q1 2024 and has held it in 9 quarters since.
Cherry Tree Wealth Management's WisdomTree True Emerging Markets Fund position peaked at $41.9K in Q3 2025.
34 funds tracked by Wall St. Rank held WisdomTree True Emerging Markets Fund as of Q1 2026.

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