Cherry Tree Wealth Management, LLC Wisdomtree Tr Intl Small Cap D Transaction History

Cherry Tree Wealth Management, LLC

$415 Billion
Q1 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 3,212 shares of DLS stock, worth $231,360. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,212

Previous 4,262 24.64%

Holding current value

$231,360

Previous $268 Million 20.98%

% of portfolio

0.05%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$61.2 - $68.24 $64,260 - $71,652	-1,050 Reduced 24.64%	3,212 $212 Million
Q4 2024 Feb 04, 2025	SELL	$62.71 - $68.47 $27,404 - $29,921	-437 Reduced 9.3%	4,262 $268 Million
Q3 2024 Nov 12, 2024	SELL	$61.97 - $69.37 $9,357 - $10,474	-151 Reduced 3.11%	4,699 $324 Million
Q1 2024 May 01, 2024	SELL	$61.35 - $65.41 $13,926 - $14,848	-227 Reduced 4.47%	4,850 $316 Million
Q4 2023 Feb 06, 2024	SELL	$53.89 - $64.06 $4,957 - $5,893	-92 Reduced 1.78%	5,077 $324 Million
Q3 2023 Nov 14, 2023	SELL	$57.26 - $62.05 $32,409 - $35,120	-566 Reduced 9.87%	5,169 $297 Million
Q2 2023 Aug 09, 2023	BUY	$58.34 - $62.61 $334,579 - $359,068	5,735 New	5,735 $341 Million

Others Institutions Holding DLS

# of Institutions

215

Shares Held

5.33M

Call Options Held

Put Options Held

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About WISDOMTREE TR INTL SMALL CAP D

Ticker DLS
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Cherry Tree Wealth Management, LLC Wisdomtree Tr Intl Small Cap D Transaction History