Cherry Tree Wealth Management, LLC Wisdomtree Tr Intl Small Cap D Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
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 4,699 shares of DLS stock, worth $300,360. This represents 0.08% of its overall portfolio holdings.
Number of Shares
4,699
Previous 4,850
3.11%
Holding current value
$300,360
Previous $308 Million
5.45%
% of portfolio
0.08%
Previous 0.08%
Shares
5 transactions
Others Institutions Holding DLS
# of Institutions
203Shares Held
5.32MCall Options Held
0Put Options Held
0-
Savant Capital, LLC822KShares$52.5 Million0.48% of portfolio
-
Bip Wealth, LLC Atlanta, GA243KShares$15.5 Million1.14% of portfolio
-
Bank Of America Corp Charlotte, NC205KShares$13.1 Million0.0% of portfolio
-
Morgan Stanley New York, NY204KShares$13 Million0.0% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL203KShares$12.9 Million1.25% of portfolio