Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s WisdomTree Dynamic International SmallCap Equity Fund DDLS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DDLS Stock Details DDLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$14K Hold
2025
Q2 		$13K Hold
2025
Q1 		$12K Buy
2023
Q4 		– Sell
2023
Q3 		$2K Buy