Cherry Tree Wealth Management, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Cherry Tree Wealth Management, LLC
- $430 Billion
- Q2 2025
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 10,379 shares of DES stock, worth $350,913. This represents 0.08% of its overall portfolio holdings.
Number of Shares
10,379
Previous 10,379
-0.0%
Holding current value
$350,913
Previous $332 Million
0.63%
% of portfolio
0.08%
Previous 0.08%
Shares
6 transactions
Others Institutions Holding DES
# of Institutions
377Shares Held
31MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.57MShares$87.1 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.3MShares$77.8 Million0.01% of portfolio
-
Ubs Group Ag1.73MShares$58.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.65MShares$55.8 Million0.02% of portfolio
-
Creative Planning Overland Park, KS1.44MShares$48.7 Million0.04% of portfolio