Carson Wealth (CWM LLC)
DES icon

Carson Wealth (CWM LLC)’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DES Stock Details DES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$433K Sell
12,059
-1,538
-11% -$55.5K ﹤0.01% 2116
2025
Q4 		$455K Sell
13,597
-2,931
-18% -$97.9K ﹤0.01% 1984
2025
Q3 		$557K Sell
16,528
-1,312
-7% -$43.6K ﹤0.01% 1727
2025
Q2 		$567K Buy
17,840
+2,914
+20% +$89.7K ﹤0.01% 1537
2025
Q1 		$477K Buy
14,926
+5,012
+51% +$169K ﹤0.01% 1462
2024
Q4 		$341K Buy
9,914
+817
+9% +$28.9K ﹤0.01% 1521
2024
Q3 		$314K Buy
9,097
+2,898
+47% +$96.3K ﹤0.01% 1523
2024
Q2 		$193K Sell
6,199
-638
-9% -$20K ﹤0.01% 1599
2024
Q1 		$223K Buy
6,837
+2,679
+64% +$83.8K ﹤0.01% 1461
2023
Q4 		$134K Buy
4,158
+3,698
+804% +$107K ﹤0.01% 1600
2023
Q3 		$13K Hold
460
– – ﹤0.01% 2971
2023
Q2 		$13K Sell
460
-2,655
-85% -$74K ﹤0.01% 2912
2023
Q1 		$89K Buy
3,115
+600
+24% +$18K ﹤0.01% 1554
2022
Q4 		$72K Sell
2,515
-636
-20% -$18.3K ﹤0.01% 1525
2022
Q3 		$81K Sell
3,151
-203
-6% -$5.88K ﹤0.01% 1429
2022
Q2 		$95K Sell
3,354
-104
-3% -$3.12K ﹤0.01% 1335
2022
Q1 		$110K Sell
3,458
-1,017
-23% -$32.5K ﹤0.01% 1287
2021
Q4 		$147K Buy
+4,475
New +$145K ﹤0.01% 1158
2021
Q2 		$201K Hold
6,298
– – ﹤0.01% 905
2021
Q1 		$201K Hold
6,298
– – ﹤0.01% 905
2020
Q4 		$201K Hold
6,298
– – ﹤0.01% 905
2020
Q3 		$201K Hold
6,298
– – ﹤0.01% 905
2020
Q2 		$201K Hold
6,298
– – ﹤0.01% 905
2020
Q1 		$201K Hold
6,298
– – ﹤0.01% 905
2019
Q4 		$201K Hold
6,298
– – ﹤0.01% 905
2019
Q3 		$201K Hold
6,298
– – ﹤0.01% 905
2019
Q2 		$201K Hold
6,298
– – ﹤0.01% 905
2019
Q1 		$201K Buy
6,298
+455
+8% +$12.4K ﹤0.01% 905
2018
Q4 		$143K Buy
5,843
+2,366
+68% +$64.3K ﹤0.01% 663
2018
Q3 		$103K Buy
+3,477
New +$105K ﹤0.01% 616
2016
Q1 		– Sell
-3,762
Closed -$81K – 767
2015
Q4 		$81K Hold
3,762
– – 0.01% 276
2015
Q3 		$79K Buy
+3,762
New +$84K 0.01% 254

Other funds holding DES

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 11% in Q1 2026, selling an estimated $55.5K and leaving 12,059 shares worth $433K. The position accounts for ﹤0.01% of the portfolio, ranked #2116.

Carson Wealth (CWM LLC) first reported a position in DES in Q3 2015 and has held it in 32 quarters since. The position peaked at $567K in Q2 2025. 351 funds tracked by Wall St. Rank hold DES as of Q1 2026.

  • Carson Wealth (CWM LLC) held 12,059 shares of WisdomTree US SmallCap Dividend Fund worth $433K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,538 WisdomTree US SmallCap Dividend Fund shares in Q1 2026, an estimated $55.5K.
  • WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2116 holding.
  • Carson Wealth (CWM LLC) first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2015 and has held it in 32 quarters since.
  • Carson Wealth (CWM LLC)'s WisdomTree US SmallCap Dividend Fund position peaked at $567K in Q2 2025.
  • 351 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2026.

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