Cherry Tree Wealth Management, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Cherry Tree Wealth Management, LLC

  • $422 Billion
  • Q3 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 10,576 shares of DES stock, worth $394,061. This represents 0.09% of its overall portfolio holdings.

Number of Shares
10,576
Previous 10,576 -0.0%
Holding current value
$394,061
Previous $329 Million 10.72%
% of portfolio
0.09%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
SELL
$30.34 - $32.53 $48,058 - $51,527
-1,584 Reduced 13.03%
10,576 $329 Million
Q1 2024

May 01, 2024
SELL
$30.25 - $32.68 $72,025 - $77,811
-2,381 Reduced 16.37%
12,160 $397 Million
Q4 2023

Feb 06, 2024
SELL
$26.55 - $32.72 $65,074 - $80,196
-2,451 Reduced 14.42%
14,541 $468 Million
Q3 2023

Nov 14, 2023
SELL
$27.79 - $30.65 $26,984 - $29,761
-971 Reduced 5.41%
16,992 $479 Million
Q2 2023

Aug 09, 2023
BUY
$26.6 - $29.16 $477,815 - $523,801
17,963 New
17,963 $517 Million

Others Institutions Holding DES

# of Institutions
350
Shares Held
29.3M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. SMALLCAP DI

DES Quotes by TradingView
  • Ticker DES
  • Sector ETFs
  • Industry ETFs
More about DES
Track This Portfolio

Track Cherry Tree Wealth Management, LLC Portfolio

Follow Cherry Tree Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cherry Tree Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherry Tree Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email