Cherry Tree Wealth Management, LLC Wisdomtree Tr U.S Transaction History

Cherry Tree Wealth Management, LLC

$404 Billion
Q4 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Wisdomtree Tr U.S stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 17,581 shares of DHS stock, worth $1.7 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

17,581

Previous 17,914 1.86%

Holding current value

$1.7 Million

Previous $1.68 Billion 2.32%

% of portfolio

0.41%

Previous 0.4%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$92.66 - $100.58 $30,855 - $33,493	-333 Reduced 1.86%	17,581 $1.64 Billion
Q3 2024 Nov 12, 2024	SELL	$83.9 - $93.83 $4,362 - $4,879	-52 Reduced 0.29%	17,914 $1.68 Billion
Q2 2024 Aug 06, 2024	SELL	$81.94 - $87.24 $127,990 - $136,268	-1,562 Reduced 8.0%	17,966 $1.52 Billion
Q1 2024 May 01, 2024	SELL	$79.77 - $86.66 $120,931 - $131,376	-1,516 Reduced 7.2%	19,528 $1.69 Billion
Q4 2023 Feb 06, 2024	SELL	$73.7 - $83.0 $99,052 - $111,552	-1,344 Reduced 6.0%	21,044 $1.73 Billion
Q3 2023 Nov 14, 2023	SELL	$77.8 - $83.01 $62,551 - $66,740	-804 Reduced 3.47%	22,388 $1.75 Billion
Q2 2023 Aug 09, 2023	BUY	$76.29 - $83.88 $1.77 Million - $1.95 Million	23,192 New	23,192 $1.85 Billion

Others Institutions Holding DHS

# of Institutions

236

Shares Held

5.8M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S

Ticker DHS
Sector ETFs
Industry ETFs

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Cherry Tree Wealth Management, LLC Wisdomtree Tr U.S Transaction History