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WisdomTree LargeCap Value Fund shares owned by Cherry Tree Wealth Management

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Cherry Tree Wealth Management from 13F filings

Historical chart of Cherry Tree Wealth Management investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Value Fund 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 LargeCap Value Fund by Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2026-09-30 $81k 788 102.39
2026-06-30 $69k 676 101.72
2026-03-31 $57k 603 94.73
2025-12-31 $24k 252 93.30
2025-09-30 $23k 252 91.01
2025-06-30 $22k 252 86.40

More positions owned by Cherry Tree Wealth Management

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust St Inter Bd Etf (SPIB)
Spdr Series Trust St Shor Corp Etf (SPSB)
Vanguard Index Fds Mrngstr Val Etf (VTV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Mrngstr Sml Cap (VB)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Us Cor Equ 2 Etf
Vanguard Index Fds MRNGSTR SML CP V (VBR)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Spdr Series Trust St Str Rate Etf (FLRN)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Cherry Tree Wealth Management

Top funds holding WisdomTree LargeCap Value Fund

LPL Financial
Raymond James Financial
Envestnet Asset Management
Advisor Group Holdings
HighTower Advisors
Cetera Investment Advisers
First Community Trust Na
Kestra Advisory Services
Bank of America Corporation
Northwestern Mutual Wealth Management Company
Stifel Financial
Private Advisor
Resolute Capital
Harel Insurance Investments & Financial Services
Wealth Enhancement Advisory Services

View all funds holding WisdomTree LargeCap Value Fund