Cherry Tree Wealth Management, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Cherry Tree Wealth Management, LLC
- $398 Billion
- Q1 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 12,160 shares of DES stock, worth $372,704. This represents 0.1% of its overall portfolio holdings.
Number of Shares
12,160
Previous 14,541
16.37%
Holding current value
$372,704
Previous $468 Million
15.05%
% of portfolio
0.1%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding DES
# of Institutions
345Shares Held
29.8MCall Options Held
50.7KPut Options Held
0-
Bank Of America Corp Charlotte, NC2.36MShares$72.4 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.22MShares$68.1 Million0.01% of portfolio
-
Ubs Group Ag1.93MShares$59.1 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.64MShares$50.3 Million0.03% of portfolio
-
Creative Planning Overland Park, KS1.52MShares$46.5 Million0.06% of portfolio