Cherry Tree Wealth Management, LLC Wisdomtree Tr Intl Small Cap D Transaction History
Cherry Tree Wealth Management, LLC
- $430 Billion
- Q2 2025
A detailed history of Cherry Tree Wealth Management, LLC transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 3,189 shares of DLS stock, worth $248,327. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,189
Previous 3,212
0.72%
Holding current value
$248,327
Previous $212 Million
12.98%
% of portfolio
0.06%
Previous 0.05%
Shares
8 transactions
Others Institutions Holding DLS
# of Institutions
218Shares Held
5.2MCall Options Held
0Put Options Held
0-
Savant Capital, LLC763KShares$59.4 Million0.37% of portfolio
-
Bip Wealth, LLC Atlanta, GA275KShares$21.4 Million1.27% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL200KShares$15.6 Million1.28% of portfolio
-
Bank Of America Corp Charlotte, NC197KShares$15.3 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL178KShares$13.9 Million0.01% of portfolio