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
2026 Q1	–	Sell	-329	Closed	-$14K	–	5707
2025 Q4	$14K	Hold	329	–	–	﹤0.01%	4363
2025 Q3	$14K	Hold	329	–	–	﹤0.01%	4301
2025 Q2	$13K	Hold	329	–	–	﹤0.01%	4151
2025 Q1	$12K	Buy	+329	New	+$11.7K	﹤0.01%	3993
2023 Q4	–	Sell	-79	Closed	-$2K	–	4203
2023 Q3	$2K	Buy	+79	New	+$2.48K	﹤0.01%	3782

Other funds holding DDLS

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

HNW

High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DDLS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) sold out of WisdomTree Dynamic International SmallCap Equity Fund (DDLS) in Q1 2026, closing a stake of 329 shares — an estimated $14K sold.

Carson Wealth (CWM LLC) first reported a position in DDLS in Q3 2023 and held it in 5 quarters. The position peaked at $14K in Q4 2025. 43 funds tracked by Wall St. Rank hold DDLS as of Q1 2026.

Carson Wealth (CWM LLC) reported no remaining WisdomTree Dynamic International SmallCap Equity Fund position as of Q1 2026 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 329 WisdomTree Dynamic International SmallCap Equity Fund shares in Q1 2026, an estimated $14K.
Carson Wealth (CWM LLC) first reported a position in WisdomTree Dynamic International SmallCap Equity Fund in Q3 2023 and held it in 5 quarters.
Carson Wealth (CWM LLC)'s WisdomTree Dynamic International SmallCap Equity Fund position peaked at $14K in Q4 2025.
43 funds tracked by Wall St. Rank held WisdomTree Dynamic International SmallCap Equity Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.