Cherry Tree Wealth Management, LLC Wisdomtree Tr U.S Transaction History
Cherry Tree Wealth Management, LLC
- $456 Billion
- Q3 2025
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 17,157 shares of DHS stock, worth $1.73 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
17,157
Previous 17,257
0.58%
Holding current value
$1.73 Million
Previous $1.66 Billion
4.36%
% of portfolio
0.38%
Previous 0.38%
Shares
10 transactions
Others Institutions Holding DHS
# of Institutions
266Shares Held
6.82MCall Options Held
0Put Options Held
0-
Cwm, LLC859KShares$86.5 Million0.26% of portfolio
-
Wells Fargo & Company San Francisco, CA535KShares$53.9 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC422KShares$42.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC415KShares$41.8 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL387KShares$39 Million0.05% of portfolio