Cherry Tree Wealth Management, LLC Wisdomtree Tr Intl Small Cap D Transaction History

Cherry Tree Wealth Management, LLC

  • $404 Billion
  • Q4 2024

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 4,262 shares of DLS stock, worth $280,354. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,262
Previous 4,699 9.3%
Holding current value
$280,354
Previous $324 Million 17.31%
% of portfolio
0.07%
Previous 0.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
SELL
$62.71 - $68.47 $27,404 - $29,921
-437 Reduced 9.3%
4,262 $268 Million
Q3 2024

Nov 12, 2024
SELL
$61.97 - $69.37 $9,357 - $10,474
-151 Reduced 3.11%
4,699 $324 Million
Q1 2024

May 01, 2024
SELL
$61.35 - $65.41 $13,926 - $14,848
-227 Reduced 4.47%
4,850 $316 Million
Q4 2023

Feb 06, 2024
SELL
$53.89 - $64.06 $4,957 - $5,893
-92 Reduced 1.78%
5,077 $324 Million
Q3 2023

Nov 14, 2023
SELL
$57.26 - $62.05 $32,409 - $35,120
-566 Reduced 9.87%
5,169 $297 Million
Q2 2023

Aug 09, 2023
BUY
$58.34 - $62.61 $334,579 - $359,068
5,735 New
5,735 $341 Million

Others Institutions Holding DLS

# of Institutions
211
Shares Held
5.5M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR INTL SMALL CAP D

DLS Quotes by TradingView
  • Ticker DLS
  • Sector ETFs
  • Industry ETFs
More about DLS
Track This Portfolio

Track Cherry Tree Wealth Management, LLC Portfolio

Follow Cherry Tree Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cherry Tree Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherry Tree Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email