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

Carson Wealth (CWM LLC)’s Portfolio DDWM Stock Details DDWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$109K	Hold	2,476	–	–	﹤0.01%	3186
2025 Q4	$108K	Sell	2,476 -3,075	-55%	-$130K	﹤0.01%	3000
2025 Q3	$232K	Buy	+5,551	New	+$227K	﹤0.01%	2330
2023 Q4	–	Sell	-151	Closed	-$5K	–	4204
2023 Q3	$5K	Buy	+151	New	+$4.69K	﹤0.01%	3435

Other funds holding DDWM

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SWM

SK Wealth Management Providence, Rhode Island $444M AUM 18.54% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its WisdomTree Dynamic International Equity Fund (DDWM) position steady in Q1 2026 at 2,476 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #3186.

Carson Wealth (CWM LLC) first reported a position in DDWM in Q3 2023 and has held it in 4 quarters since. The position peaked at $232K in Q3 2025. 145 funds tracked by Wall St. Rank hold DDWM as of Q1 2026.

Carson Wealth (CWM LLC) held 2,476 shares of WisdomTree Dynamic International Equity Fund worth $109K as of Q1 2026.
Carson Wealth (CWM LLC) left its WisdomTree Dynamic International Equity Fund share count unchanged in Q1 2026.
WisdomTree Dynamic International Equity Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3186 holding.
Carson Wealth (CWM LLC) first reported a position in WisdomTree Dynamic International Equity Fund in Q3 2023 and has held it in 4 quarters since.
Carson Wealth (CWM LLC)'s WisdomTree Dynamic International Equity Fund position peaked at $232K in Q3 2025.
145 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q1 2026.

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