Carson Wealth (CWM LLC)
DEM icon

Carson Wealth (CWM LLC)’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DEM Stock Details DEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$33.2M Buy
668,256
+9,339
+1% +$463K 0.09% 217
2025
Q4 		$30.8M Buy
658,917
+236
+0% +$10.9K 0.08% 212
2025
Q3 		$30.3M Buy
658,681
+6,093
+0.9% +$282K 0.09% 189
2025
Q2 		$29.6M Sell
652,588
-16,802
-3% -$723K 0.1% 169
2025
Q1 		$28.2M Buy
669,390
+2,242
+0.3% +$93.4K 0.11% 170
2024
Q4 		$27M Buy
667,148
+4,315
+0.7% +$182K 0.11% 161
2024
Q3 		$29.2M Sell
662,833
-16,621
-2% -$720K 0.13% 150
2024
Q2 		$29.4M Sell
679,454
-57,287
-8% -$2.46M 0.14% 139
2024
Q1 		$30.8M Sell
736,741
-10,520
-1% -$429K 0.15% 140
2023
Q4 		$30.4M Sell
747,261
-51,569
-6% -$1.97M 0.16% 124
2023
Q3 		$29.9M Buy
798,830
+18,073
+2% +$703K 0.18% 110
2023
Q2 		$29.9M Buy
780,757
+18,471
+2% +$710K 0.18% 110
2023
Q1 		$28.9M Buy
762,286
+53,739
+8% +$2.03M 0.2% 104
2022
Q4 		$25.3M Buy
708,547
+20,808
+3% +$722K 0.19% 116
2022
Q3 		$22.4M Buy
687,739
+97,631
+17% +$3.54M 0.18% 115
2022
Q2 		$21.9M Buy
590,108
+72,489
+14% +$2.95M 0.17% 115
2022
Q1 		$22.7M Buy
517,619
+86,085
+20% +$3.83M 0.16% 131
2021
Q4 		$18.7M Buy
+431,534
New +$18.8M 0.13% 152
2021
Q2 		$14.6M Hold
320,431
– – 0.12% 167
2021
Q1 		$14.6M Hold
320,431
– – 0.12% 167
2020
Q4 		$14.6M Hold
320,431
– – 0.12% 167
2020
Q3 		$14.6M Hold
320,431
– – 0.12% 167
2020
Q2 		$14.6M Hold
320,431
– – 0.12% 167
2020
Q1 		$14.6M Hold
320,431
– – 0.12% 167
2019
Q4 		$14.6M Hold
320,431
– – 0.12% 167
2019
Q3 		$14.6M Hold
320,431
– – 0.12% 167
2019
Q2 		$14.6M Hold
320,431
– – 0.12% 167
2019
Q1 		$14.6M Buy
320,431
+310,365
+3,083% +$13.4M 0.12% 167
2018
Q4 		$404K Buy
10,066
+9,314
+1,239% +$382K 0.01% 483
2018
Q3 		$33K Buy
752
+5
+0.7% +$218 ﹤0.01% 834
2018
Q2 		$32K Buy
+747
New +$34.2K ﹤0.01% 728
2016
Q1 		– Sell
-164
Closed -$5K – 766
2015
Q4 		$5K Buy
+164
New +$5.63K ﹤0.01% 515

Other funds holding DEM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 1.4% in Q1 2026, buying an estimated $463K and bringing the position to 668,256 shares worth $33.2M. The position accounts for 0.09% of the portfolio, ranked #217.

Carson Wealth (CWM LLC) first reported a position in DEM in Q4 2015 and has held it in 32 quarters since. 353 funds tracked by Wall St. Rank hold DEM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 668,256 shares of WisdomTree Emerging Markets High Dividend Fund worth $33.2M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 9,339 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2026, an estimated $463K.
  • WisdomTree Emerging Markets High Dividend Fund made up 0.09% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #217 holding.
  • Carson Wealth (CWM LLC) first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2015 and has held it in 32 quarters since.
  • 353 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2026.

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