Cherry Tree Wealth Management, LLC Wisdomtree Tr Intl Small Cap D Transaction History
Cherry Tree Wealth Management, LLC
- $456 Billion
- Q3 2025
A detailed history of Cherry Tree Wealth Management, LLC transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 2,792 shares of DLS stock, worth $218,083. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,792
Previous 3,189
12.45%
Holding current value
$218,083
Previous $240 Million
7.32%
% of portfolio
0.05%
Previous 0.06%
Shares
9 transactions
Others Institutions Holding DLS
# of Institutions
225Shares Held
5.28MCall Options Held
0Put Options Held
0-
Savant Capital, LLC805KShares$62.9 Million0.36% of portfolio
-
Bip Wealth, LLC Atlanta, GA269KShares$21 Million0.79% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL200KShares$15.6 Million1.3% of portfolio
-
Morgan Stanley New York, NY181KShares$14.1 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC179KShares$14 Million0.0% of portfolio