Cherry Tree Wealth Management »

WisdomTree SmallCap Dividend Fund shares owned by Cherry Tree Wealth Management

Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Cherry Tree Wealth Management from 13F filings

Historical chart of Cherry Tree Wealth Management investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Dividend Fund held by Cherry Tree Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $365k 11k 34.49
2024-06-30 $329k 11k 31.15
2024-03-31 $397k 12k 32.68
2023-12-31 $468k 15k 32.17
2023-09-30 $479k 17k 28.20
2023-06-30 $517k 18k 28.79

More positions owned by Cherry Tree Wealth Management

Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr Ser Tr Bloomberg Invt (FLRN)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Fundamental Intl (FNDF)

View all positions for Cherry Tree Wealth Management

Top funds holding WisdomTree SmallCap Dividend Fund

Morgan Stanley
LPL Financial
Bank of America Corporation
Creative Planning
M^T Bank Corporation
Royal Bank of Canada
Wells Fargo & Company
Envestnet Asset Management
Keybank National Association
Huntington National Bank
Raymond James Financial Services Advisors
Raymond James & Associates
Mercer Global Advisors
Commonwealth Equity Services
CI Private Wealth

View all funds holding WisdomTree SmallCap Dividend Fund