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WisdomTree Intl. SmallCap Div shares owned by Cherry Tree Wealth Management

Quarter-by-quarter ownership of WisdomTree Intl. SmallCap Div (DLS) shares owned by Cherry Tree Wealth Management from 13F filings

Historical chart of Cherry Tree Wealth Management investment in WisdomTree Intl. SmallCap Div

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Intl. SmallCap Div by Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $325k 4.7k 69.05
2024-06-30 $308k 4.9k 63.44
2024-03-31 $316k 4.9k 65.21
2023-12-31 $324k 5.1k 63.85
2023-09-30 $297k 5.2k 57.47
2023-06-30 $341k 5.7k 59.46

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 Intl. SmallCap Div

Savant Capital Management
BIP Wealth
Old Mission Capital
Morgan Stanley
Bank of America Corporation
LRI Investments
Raymond James & Associates
Csenge Advisory Group
MAI Wealth Advisors
Checchi Capital Advisers
HighTower Advisors
Congress Wealth Management LLC / DE /
Merriman Wealth Management
Evanson Asset Management
Telos Capital Management

View all funds holding WisdomTree Intl. SmallCap Div